WE VALUE people, NOT PORTFOLIOS
Most financial companies have account minimums, we have a personality requirement. We dig deeper. We put your best interests first. We are up front about fees and costs. We are unbiased.
OUR PHILOSOPHY
BALANCING wealth WITH WHAT MATTERS most
At Mindful Financial Partners, we put our substantial expertise and industry experience to work for you. We get to know you, your values, your money mindset, your history, your life changes, and goals. Then we find the balance between investing and saving that’s right for you, so you enjoy life to the fullest now, but also prepare for the future. We educate and guide you so you’ll feel confident and empowered taking control of your financial life.
We’ll work with you AND your other financial professionals, advisors, attorneys, mediators, and mental health professionals. If you own or are launching a business, changing careers, getting married or getting divorced, have experienced the death of a spouse, or are just looking to take control of your future, we can help. Even, and especially, in times of turmoil and life changes, we give unbiased advice to help YOU make the best choices for you.
As fiduciaries, we have a duty to recommend only what is best for your goals and requirements, based on your background, risk tolerance, and financial situation.
MEET OUR FOUNDER
MELISSA MURPHY PAVONE, CFP®, CDFA®
Melissa is a Certified Financial Planner® and Certified Divorce Financial Analyst® who urges clients to be proactive, not reactive. Identify life goals and plan for them, creating peace of mind, a more empowered now, and a better future. For over 18 years, she has offered comprehensive, meaningful financial guidance and personalized strategies to address her clients’ priorities and goals.
“MAKE FINANCIAL DECISIONS
WITH YOUR HEART AND YOUR HEAD.”
YOUR WEALTH SHOULD SUPPORT THE LIFE YOU LOVE
“IT’S NOT JUST ABOUT GROWING WEALTH—IT’S ABOUT CREATING balance AND purpose IN YOUR FINANCIAL JOURNEY.”
THE TEAM
In addition to our internal team, Mindful relies on the Forefront Advisor Network (FAN) team to efficiently and effectively serve our clients.
Eric Negron
FAN CEO
Christopher Amores
Chief Technology Officer
Michelle Fuccella
Financial Planning Analyst
Christopher Marrone
Investment Specialist
Lauren Mulligan
Client Service Director