As a nine-year-old, J. Douglas Floro read the business section of the New York Times, trying to make sense of all the numbers, symbols and interest rates. Today, as a Certified Financial Planner™ and president of MFB Wealth Management, Inc., Floro quips that some of what he reads in the financial pages still doesn’t make sense to him – this, in reference to the recovery rollercoaster ride since the 2008 economic bust.

What is perfectly clear is the meaning Floro's work has for him. He started in management at a large restaurant and banquet facility in a Philadelphia suburb, but after sitting down for his first 401(k) review, he realized that he too wanted to help other people as a financial planner. Since his father was an executive in the finance industry, money management was a familiar concept to Floro.

Located in Harleysville, Pennsylvania, MFB Wealth Management is a faith-based organization with a name derived from a passage in the New Testament. The initials “MFB” stand for “My Father’s Business,” taken from Luke 2:49. As Christian financial planners, they believe that how they use their time, talents, resources and opportunities matters not only now, but also for eternity.

“Typically, we work with people who have a similar worldview and perspective on wealth – that it is temporary. You can’t take it with you, but good stewardship is important,” said Floro. “Our clients want to balance acts of faith, helping their families and helping other people, without running out of money.”

MFB provides its clients with customized wealth management solutions in the areas of retirement strategies, tax management and inheritance planning. “We are in the relationship business,” said Floro. “People will share things with their financial advisor that they won’t share with anyone else.”

Along with professional expertise, ongoing client communication is an important part of MFB's service. The firm conducts client education seminars, social events and sends out a weekly email newsletter. Floro’s oldest son is the company’s tech communications guru keeping the website up to date, performing best practices in search engine optimization, and creating and maintaining a user-friendly client portal. While the company sees value in social media, current FINRA rules present a lot of restrictions on what can actually be done.

“Media strategies have their place – and you can have an amazing marketing plan,” said Floro, “but it still comes down to delivering an experience that’s going to exceed client expectations.”

The firm is indeed thriving. In 2014, MFB will be moving into their newly purchased building and is also planning to expand the advisory staff.

“If you’re going to do anything in life, you have to do it with passion. Just working to get a paycheck, no matter how big that paycheck is, can leave you feeling empty,” said Floro. “To know that I have a calling in my life to do what I’m doing gives me great satisfaction.”

Doug Floro offers securities and advisory service through Geneos Wealth Management, Inc. Member FINRA, SIPC

For more information, visit; www.mfbwm.com