About Us — MFAC Financial Advisors

Who We Are

MFAC Financial Advisors has been guiding clients through life's most important financial decisions since 2001. Many of the relationships we've built have lasted for decades, and that's exactly the kind of partnership we hope to have with you.

We believe good advice should be clear, not complicated. We build personalized financial plans so you have a clear picture of where you stand.

With offices in California and Maryland, we work with clients across the country using the same tools and processes, regardless of location.

Serving clients nationwide

Guiding clients since 2001

Direct access to your advisors

What Makes Us Different

True Financial Advocacy

By choosing a firm that is fee-only, independent, and a fiduciary, you gain a professional partner whose business model is structured around your interests, helping minimize the conflicts of interest common in the financial industry.

Fee-Only

A fee-only advisor means no commissions and no product sales. This is not to be confused with a "fee-based" advisor. The only compensation we receive is the fee paid by the client, which means fewer conflicts of interest.

Independent

As an independent advisor, we are not owned by or affiliated with any financial institution, brokerage firm, or investment company. We don't have corporate sales quotas, proprietary products to push, or parent company directives to follow.

Fiduciary

Not all financial advisors are fiduciaries. Many are held to a different standard, such as "suitability" or "Regulation Best Interest," which doesn't carry the same ongoing duty of loyalty. As financial fiduciaries, we are legally bound to act in your best interest at all times.

Meet Your Advisors

When you work with MFAC, you work directly with the senior advisors who shape your strategy and make the decisions — not a junior associate or a call center.

Mitchell Freedman

CPA/PFS — President & Founder

Mitchell Freedman is the founder and President of MFAC Financial Advisors, Inc., as well as of M. Freedman & Co., Inc., an accountancy corporation specializing in multi-family office services and financial counseling for performing and creative artists and individuals with complex financial lives. A licensed CPA in California and New York and a Personal Financial Specialist (PFS) since 1988, he brings decades of deep tax and planning expertise to every client relationship.

Over his career, Mitch has been featured in national publications including Worth and Accounting Today, and has shared his perspective on CNN, Entertainment Tonight, and the BBC, among others. He is also a founder and past chair of the California Jump$tart Coalition, a nonprofit devoted to improving financial literacy among the state's youth.

Westlake Village, CA

Tad Jakes

CFP®, EA — Senior Wealth Manager

Tad Jakes is the Senior Wealth Manager at MFAC Financial Advisors, Inc., where he has helped shape the firm’s investment and planning strategies since 2004. With more than 20 years in wealth management and credentials as a Certified Financial Planner™ (CFP®) and Enrolled Agent (EA), he has positioned himself as a creative, knowledgeable, and trusted advisor to the clients he serves.

Tad’s commitment to objective advice is backed by his membership in the National Association of Personal Financial Advisors (NAPFA). NAPFA requires its members to meet a strict fee-only mandate while also meeting one of the highest fiduciary, ethical, and competency standards in the financial planning industry.

Baltimore, MD

Fee-Only. Independent. Fiduciary. True Financial Advocacy.