MTI Financial Advisors
Financial Services • 
Edina, Minnesota, United States • 1-10 Employees
Company overview
| Headquarters | 7300 Metro Blvd. Suite 200, Edina, Minnesota 55439, US |
| Phone number | +19528357445 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 1988 |
| Employees | 1-10 |
| Socials |
Key Contact at MTI Financial Advisors
Douglas Morey
Owner/President
MTI Financial Advisors Email Formats
MTI Financial Advisors uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@mtifinancial.com), used 77.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@mtifinancial.com | 77.8% |
{first name} | john@mtifinancial.com | 22.2% |
About MTI Financial Advisors
MTI Financial Advisors is an independent financial services firm helping individuals, families, and small businesses work toward their financial goals. We offer a range of services including investment management, financial planning, comprehensive financial advice, and risk management strategies. As fiduciaries, our top priority is to serve our clients' best interests and minimize conflicts of interest. We typically work on a fee-for-service basis, which allows us to focus on our clients' goals rather than our own financial benefit. In some situations and for certain products, a commission-based relationship is in the client's best interest and for this reason, we also provide these services when it suits our clients best. We have maintained an independent model from day one by choosing investments from a wide variety of providers to best serve our clients' interests. Our advisors bring experience, stability, and independence to their practice giving exceptional service and personalized investment advice. Services we provide to our advisory clients include: • Investment Advice • Portfolio construction • Asset management • Comprehensive financial planning • Risk management • Services for Small Business • Education savings • Wealth Transfer Please see our website at www.mtifinancial.com for additional information and disclosures. Third-party comments may not be representative of all customer experiences.
MTI Financial Advisors revenue & valuation
| Annual revenue | $769,995 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
MTI Financial Advisors has 7 employees across 3 departments.
Departments
Number of employees
Funding Data
MTI Financial Advisors has never raised funding before.
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Frequently asked questions
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