MTI Financial was founded in 1988 by Douglas Morey and Salah Tarraf with one goal in mind: providing high-quality investment services that best suit their clients. They both worked together previously at Investment Diversified Services (IDS) and saw an opportunity to create an independent investment firm with a focus on personalized service. Fast forward a few decades, and MTI now stands for Mission Talent and Integrity, reflecting the core values of our firm.
Over the years, MTI has expanded and evolved, but our commitment to personalized service has remained steadfast. We're proud to have helped individuals, families, and small businesses work toward their financial goals from our Edina location for over 30 years. We do this by maintaining our independent model, which means that our advisors are not restricted to selling products offered by our parent company or a small number of pre-selected providers. Instead, our advisors bring experience, stability, and independence to their practice to provide exceptional service and personalized investment advice.
Mission: We are committed to each client, their life and financial goals and the mission to help accomplish them.
Talent: We bring depth of research, risk analysis and years of experience in the financial markets to help guide our clients.
Integrity: For our clients to put their confidence and finances with us is a privilege. Our duty is to service our clients’ best interests.
At MTI Financial Advisors, our mission is simple: guiding wealth with Mission, Talent, and Integrity (MTI). We're committed to getting to know you, your needs, your wants, and your long-term goals. We know every client is unique and there is no one-size-fits-all approach to financial planning. That's why we take the time to give every client our undivided attention, from planning through execution.
We believe in taking a proactive approach to help you develop, implement, and monitor a strategy to address your financial and life goals, uncertainties, and objectives. We understand that managing personal finance can be overwhelming, whether it's saving for college or retirement, managing debt, or navigating the complex world of investments. That's where we come in. Our team of experienced advisors is here to guide you every step of the way, offering tailored solutions to help you achieve your financial goals with confidence.