Masterpiece Financial Partners (MFP), founded in 2005, headquartered in Toledo, OH, partners with a diverse clientele across the United States. Acting as a fiduciary; MFP is an investment advisory firm offering comprehensive fee-based financial planning, and tax preparation services.
Our firm’s mission is to earn the trust of each client through open and clear communication, objective advice, hard work, and a genuine concern for the overall financial well-being of each client. Our team takes time to develop a holistic understanding of each client's individual circumstances, goals, and objectives. Working hard to help simplify our clients' financial lives, our team optimizes investment portfolios and organizes personal financial plans. We work closely with clients to help grow and protect their wealth and achieve their financial dreams and aspirations.
Strong relationships are built on honest communication, transparent processes, deep expertise, and a long term commitment to clients’ success. Our core values include Heart, Integrity, Excellence, Respect and Commitment. Our practice is focused on implementing our core values to life through every interaction we have with our clients, staff and partners. Markets may be volatile, but our values are steadfast. We are dedicated to serving our clients with integrity and a commitment to the following principles:
- honest, transparent, and open communication,
- highly responsive, first-class service,
- unbiased, knowledgeable, and timely advice, and
- working hard to earn the trust and confidence of every client.
MFP has a legal and ethical fiduciary obligation to act in the best interest of each client. Our team puts the needs and interests of the clients first! We care deeply about helping our clients achieve their goals and objectives, and endeavor to provide them with the highest-quality service and guidance.
Our advisors look forward to discussing with you how we can become your family's trusted financial advocate.