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COMPANY
PROFILE |
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MTP Advisors, is a fee-only advisory firm providing competent, unbiased and conflict free financial advice and asset management.
President, Michael Terry, CFP® has been offering financial planning services and advice since 1998. Previously a partner at Financial Asset Management Corporation in Manhattan, Michael Terry moved his business to Maspeth Queens in 2006 in order to serve a wider variety of clients. MTP Advisors works directly for you, the client, on an as needed, hourly basis or by flat fixed project fees. We sell no products. Our efforts are for you and you alone. |
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THE
RESULTS |
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Objective advice – The only compensation we receive is directly from our valued clients, ensuring our advice is based solely on your best interest. |
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Tax Efficiency – Our managed portfolios use low cost, no load mutual funds with periodic rebalancing in the most tax efficient way possible. |
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Fiduciary – MTP Advisors is committed to a fiduciary standard; we are bound to place clients’ interests above that of the firm. In addition we adhere to the Certified Financial Planner Board of Standards and Ethics. |
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Cost Effective – MTP Advisors finds the most cost effective mutual funds that fit the needs of each client in terms of risks, total return, taxes and costs. |
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A
PARTNERSHIP |
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At MTP Advisors we believe that the relationship between advisor and client is a partnership. We strive to educate our clients and believe you should understand any security before investing in it. It is our duty to explain our reasoning, to honor all questions, and make sure clients understand the risks and costs.
We believe in our methodology and in our rigor, and our clients feel that they retain control of their financial futures rather than passively accepting our advice. We dialogue with and empower our clients, creating a partnership to mobilize their success. |
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Michael Terry, CFP® |
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ABOUT
MTP ADVISORS
Michael Terry, MBA, CFP® is the founding principal of MTP Advisors, LLC, a fee-only financial planning and Registered Investment Advisor firm. Headquartered in Maspeth, NY, the firm offers clients additional offices in New York City, Melville, NY and Westport, CT. MTP Advisors specializes in providing hourly, as-needed financial planning and advice to people from all walks of life, in addition to asset management, retirement planning and college planning. The firm's advisers are all members of the Garrett Planning Network, a nationwide network of planners dedicated to a professional practices compensated by hourly fees.
Because no third-party compensation is received, all potential conflicts of interest regarding compensation are removed. MTP Advisors works solely for our clients with no third party agendas to influence his recommendations. Our focus is purely on the needs and risk tolerances of our clients.
We offer flexible, needs-based services. Our clients can select the program that makes sense to them, whether it is ongoing asset management and comprehensive services (typically the program selected by clients with a sizeable asset base) offered on a retainer basis or a percentages of assets under management, or one-time or periodic consultations (typically selected by the more self-directed investor or people in the earlier phases of wealth accumulation) provided at reasonable hourly rates. Our programs are flexible and can be custom tailored. |
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