Our Wealth Management Advisors
Mack Farley , CFA®, CFP®
Senior Advisor
Mack Farley is a senior advisor on the Wealth Management team in NFP’s Minnesota office. He works closely with high net worth individuals, families and business owners to develop integrated wealth strategies that bring together investment management, financial planning, tax planning, estate planning and business succession planning.
Mack helps clients navigate complex financial decisions with a coordinated approach designed to preserve, grow and transfer wealth across generations. In addition to serving clients, Mack is a member of NFP’s Investment Committee, where he contributes to the firm’s investment research, portfolio construction and strategic asset allocation decisions. His thoughtful approach, technical expertise and commitment to client service make him a trusted resource for clients and colleagues alike. Mack joined NFP in 2018 and has been in the financial services industry since 2017.
Prior to becoming a senior advisor, he served as a senior associate on NFP’s Wealth Management team, gaining extensive experience in financial planning and portfolio management. Mack graduated from Saint John’s University with a double major in accounting and economics. He holds the Chartered Financial Analyst® (CFA®) designation and is a Certified Financial Planner® professional. He also maintains his Series 7, Series 63 and Series 65 licenses.
Outside of work, Mack serves as an Alumni Class Committee Member for Saint John’s University. He enjoys golf, hockey, travel and spending time with family and friends.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS) an affiliate of Kestra IS. NFP Retirement Inc., an affiliate of NFP Corp. (NFP), is a Registered Investment Adviser. Advisory services are offered to clients or prospective clients where NFP Retirement Inc. and its representatives are properly licensed or exempt from licensure. No advice may be rendered by NFP Retirement Inc. unless an investment adviser agreement is in place. Insurance services offered through a licensed subsidiary of NFP or a member of PartnersFinancial or Benefits Partners, which are platforms of NFP Insurance Services, Inc. (NFPISI), a subsidiary of NFP. Some members of PartnersFinancial and Benefits Partners are not affiliated with NFP. Neither Kestra IS nor Kestra AS are affiliated with NFP, NFP Retirement, Inc., or NFPISI. ACR#8106161 Investor Disclosures: https://www.kestrafinancial.com/disclosures