When money needs to move, you need solid Biblical financial planning and experience on your side!

Here at MFB we are a family owned and operated business. What matters most to us is the people in our lives. When you join us here, you become part of our family and we make sure you receive the same level of service that we’d give our own loved ones.

MFB Wealth Management, Inc. exists for the purpose of providing professional scripturally sound wealth management, advice and education. We work together to build up and encourage individuals, families and small businesses by teaching, advising and motivating individuals to better manage their resources.

We endeavor to know and understand your financial situation and provide you with only the highest quality service, information and wealth management solutions to help you achieve your goals. Our core values are expressed in the phrase, “I must be about my Father’s business.”

Doug Floro, President & CFP®

Doug is the President of MFB Wealth Management, Inc. Doug had always dreamt of having a family business. After 10 years serving as a financial advisor and eventually as Chief Compliance Officer for a Berks County financial planning firm, his dream became reality with the opening of MFB Wealth Management. Managing personal, family and client accounts since 1980, Doug has a passion for applying sound biblical principles of wisdom and stewardship when meeting with individuals and families to discuss their financial needs.

Doug is a Certified Financial Planner™ professional and is an Investment Advisor Representative, through Geneos Wealth Management, Inc. He holds insurance licenses in Life, Health, and Long Term Care, and Securities registrations 7, 24, 53, 63 and 65. He has also earned the Chartered Retirement Plans Specialist designation from the College for Financial Planning.

Doug attended Temple University during the early 1970’s where he met his wife, Sherry. He is actively involved in the ministry of Indian Valley Faith Fellowship in Harleysville, PA, The Floro’s have 4 grown children.

Sherry Floro, Vice President

Sherry is Doug’s wife and assists with keeping our office supplied and attends our client events. Sherry is primarily a homemaker. She loves reading, cooking, entertaining, meeting our clients and spending time with family. She is active in the A/V department, children’’s church ministry and nursery at Indian Valley Faith Fellowship.

Nicole Floro, Administrative Assistant

Nicole Floro, Doug’s daughter, is our Administrative Assistant. She is the first smiling face you see when you walk through our door and is mainly responsible for client contact. Nicole is responsible for processing paperwork quickly and efficiently, coordinating our mailings both electronic and physical, and takes care of our client’s needs. She is happy to service our clients.

When Nicole is not in the office, she can be found at the local fabric store where she enjoys cutting fabric and helping customers plan their next projects. She recently expanded her crafting horizons to include quilting and could talk about the topic for hours! Nicole is an active member at Indian Valley Faith Fellowship in Harleysville.

Qualifications

Our team has been working with individuals and businesses around the country for more than fifteen years led by Doug Floro, Certified Financial Planner, (CFP®). To earn a title of CFP® requires a high level of competency, ethics and professionalism, acting in your best interest putting YOUR needs above our own. As part of the CFP® network, we are required to renew this certification with CFP Board of Standard of Professional Conduct biannually. We are proud to be associated with this organization and encourage you to visit their website at www.letsmakeaplan.org.

At MFB Wealth Management, Inc. our focus is exactly that — YOU. We look forward to serving you for many years as your trusted advisors. We are confident our expertise can help you achieve your goals using our experience and knowledge to provide you with clear, easy to understand explanations about wealth management. We will personalize a strategy for you that will help you move forward towards a successful financial future.

Download: Five Solid Biblical Principles of Financial Planning

Download our free guide to learn five solid biblical principles of financial planning to honor God with your wealth.

Written by Doug Floro, President & CFP® of MFB Wealth Management, Inc.