We provide personalized financial advice, no matter where you are in life or how complex your financial needs may be.  


We start by getting to know you and your long-term investment goals.  Then we determine the financial roadmap and tax strategies that will navigate you towards the future you want. From building a nest egg or saving for college to estate planning, we take a diversified and tailored approach to financial management.  

Meet the MBIA Advisors.


Please join us in welcoming our newest team member, Lionel Bey. 









Download the MBIA Client Relationship Summary form

Download the most current SEC filing