MIFI Wealth is reshaping wealth management by bringing awareness of personal experience into finance.
We provide tailored investment portfolios, unique investment advice, and family office solutions to individuals, families, and organizations, within the context of an open and aware understanding of your values and goals.
Our approach to wealth management is based on a lifetime of mindfulness practice.
We help our clients understand complex variables and achieve their financial goals by providing a full view of options in the context of a safe, relaxed atmosphere of care and trust. We prioritize awareness of our client’s experience.
Mission
Our Purpose
- To lower suffering and empower our clients.
MIFI Wealth is a Mindful Finance company. We apply mindfulness practices to our profession to help our clients navigate the emotions around personal finance and achieve their financial goals.
Client Service Philosophy
It’s no secret that thinking about money and finances can cause stress. We will help you become empowered and engaged with your money as an integrated part of your life.
How do we Implement Mindfulness at MIFI Wealth?
Socially Responsible Investing
& Impact Investing
A Mindful Finance company is run by mindfulness practitioners.
Jesse leads MIFI Wealth’s executive-level client service experience and is devoted to brighter financial futures. Jesse is a lifelong meditation practitioner.
Abe is an Associate Portfolio Manager and Advisor at MIFI Wealth. Building great investment portfolios and covering all the operational bases makes him an essential part of the MIFI team. Abe co-founded MIFI’s Anchorpoint program to guide young professionals and inheritors at the start of their wealth journeys.
Finn is an Investment Advisor at MIFI Wealth. Finn has a background in finance and a flair for entrepreneurship which he brings to his work as an advisor at MIFI. Finn co-founded MIFI’s Anchorpoint program to guide young professionals and inheritors at the start of their wealth journeys.
Michael Rich is a Coach and Client Service Manager at MIFI Wealth. Drawing on mindfulness training and leadership expertise, he helps clients align their values, vision, and growth.
