Why MFP
Why Choose MFP Financial Services?
A Different Approach to Financial Planning in Safety Harbor & Tampa Bay
Choosing a financial advisor is about more than investment performance. It’s about finding someone who understands your goals, knows your family, and can help you make confident financial decisions through every stage of life.
At MFP Financial Services, we take a relationship-first approach to financial planning and wealth management. From our office in Safety Harbor, Florida, we work with individuals, couples, and families throughout Tampa Bay and beyond, providing personalized guidance around investments, retirement, taxes, insurance, estate planning, and the financial decisions that connect them all.
Why We're Different
We Know You—Not Just Your Portfolio
Your financial life is bigger than an investment account. We take the time to understand what you're working toward, what matters most to you, and how your different financial decisions fit together.
Our goal is to help you see the bigger picture and build a financial plan that can adapt as your life changes.
We're a Family Business That Thinks in Generations
MFP is a family-owned financial planning firm built around long-term relationships. Chris Mavrakos works alongside his daughters, Taylor and Jordan, creating a unique continuity for the families we serve.
Some of our client relationships span multiple generations—and our longest family relationship reaches five generations. We believe financial planning should not have to start over when the next generation becomes involved. Instead, we can help parents and their children work together while everyone is still at the table.
Comprehensive Planning, Not Just Investment Management
Investments are an important part of a financial plan, but they're only one piece of the puzzle.
We look at the complete financial picture, including cash flow, investments, retirement income, tax considerations, insurance, estate planning, and wealth transfer. By bringing these pieces together, we help clients make decisions with greater clarity and context.
We're Here Through Life's Transitions
Financial planning becomes especially important when life changes.
Retirement. Divorce. The loss of a spouse. A new career. Selling a business. Receiving an inheritance. Helping aging parents. Bringing the next generation into the family's financial plan.
Our team helps clients navigate these transitions with thoughtful planning and ongoing guidance—not just a one-time recommendation.
Education Is Part of Our Job
We don't believe you should have to understand every financial term or investment strategy before sitting down with an advisor.
We believe our job is to explain your options, answer your questions, and help you understand the why behind a recommendation. The goal isn't simply to tell you what to do. It's to help you make educated financial decisions and feel confident about the plan you're building.
Local Roots. Long-Term Relationships.
MFP Financial Services is proud to call Safety Harbor, Florida home. We serve clients throughout Safety Harbor and the greater Tampa Bay area, as well as families across the country.
For us, being a local financial planning firm means more than having an office address. It means building relationships with the people and families in our community and being there for clients through the many chapters of their financial lives.
A Financial Plan Built Around Your Life
There is no universal financial plan—and there shouldn't be.
Your goals, family, circumstances, and priorities are unique. That's why we start with you and build from there.
Whether you're preparing for retirement, managing significant wealth, navigating divorce, planning for the next generation, or simply looking for a financial advisor who will take the time to understand your complete financial picture, MFP is here to help.
Let's start the conversation.