My New Financial Advisor (MNFA) is the nation's leading platform introducing mass affluent Baby Boomers to wealth managers nationwide. We are fully integrated with all of the leading robo-advisor platforms. The company's pioneering use of FREE Financial Healthcare provided to Baby Boomers has resulted in over $12+ BILLION of prospect referrals to advisors.
MNFA averages over $100 million each week in new referrals with an average prospect AUM of $750,000.
"What makes the platform unique is the access it provides to big-money accredited investors"
"A solution for all Baby Boomers nationwide!"
"...the Match.com for financial advisors and the mass affluent."