MCF Advisors, LLC (“MCF”) is an SEC registered investment advisor that serves clients through two divisions: Wealth Management and Institutional Services. MCF has been recognized as a winner in the "Best Places to Work in Kentucky" awards 7 years in a row.*

The Wealth Management division provides investment and advisory services to individuals, families, and businesses, specializing in retirement planning, business succession, risk management, insurance, trust, tax, and estate planning. We believe that successful outcomes are the result of a disciplined and prudent approach.

The Institutional division focuses on enhancing retirement plan experiences for employers and employees, offering solutions that reduce financial liabilities, expand investment opportunities, and improve participant outcomes. MCF offers a proactive, high-touch service experience that shifts the conversation regarding retirement income potential from the participant to the plan sponsor.

 

*Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. More information about MCF can also be found by visiting: https://adviserinfo.sec.gov/. This is not intended as an offer or solicitation with respect to the purchase or sale of any security. Please note: Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if MCF is engaged, or continues to be engaged, to provide investment advisory services. Please refer to our website for additional information regarding the Best Places to Work in Kentucky award at www.mcfdvisors.com/awardsandrecognition.

Dave Harris

This department provides expert guidance and consultation on financial planning and investment strategies.

Financial Advisory Services

This department is responsible for managing client relationships and providing investment support.

Client Services

This department oversees financial management and ensures adherence to regulatory standards.

Finance and Compliance

This department oversees and manages investment portfolios and strategies to maximize returns.

Investment Management

This department focuses on promoting the organization's products and services while driving business growth through strategic initiatives and events.

Marketing and Business Development

This department oversees the coordination and optimization of organizational processes and administrative functions.

MCF

Org chart

Teams

Financial Advisory Services

Client Services

Finance and Compliance

Investment Management

Marketing and Business Development

Operations Management

Offices

MCF

Org chart

Teams

Financial Advisory Services

Client Services

Finance and Compliance

Investment Management

Marketing and Business Development

Operations Management

Offices

Related companies