Our History

1981

John Moshides enters the financial services business.
1987

Moshides Financial Group, Inc. (MFG) is created to provide financial planning services directed towards business owners and professionals. The office is located in Liberty Building in downtown Buffalo, New York.
1991

John W. Elsnau develops financial planning and asset management department at MFG.
1992

John Moshides earns his Charted Life Underwriter (CLU) designation.
1994

MFG relocates to Main Street in Clarence, New York.
1998

John joins the Give & Grow Study Group as a founding member. A national group of financial advisors committed to life-long professional improvement and sharing of best practices.
1999

John serves as President of Society of Financial Service Professionals - Buffalo Chapter.
1999

John enrolls in Strategic Coach Program. An internationally recognized entrepreneurial program designed to provide a platform for personal and professional lifetime growth and improved capabilities.
2001

MFG creates investment research team to guide portfolio construction.
2003

MFG relocates to their own building at 65 Bryant Woods S in Amherst, New York (current location).
2005

John earns Certification in Long Term Care planning (CLTC) designation.
2008

John serves as President of National Association of Financial Advisors - Buffalo Chapter.
2009

John earns Chartered Financial Consultant designation (ChFC).
2009

John earns Accreditation in Estate Planning (AEP) designation.
2010

MFG enrolls in Peak Advisor Alliance coaching program designed to improve office operations and client service.
2013

John Qualified for the Top of the Table of the MDRT (Million Dollar Round Table).
2015

Jeffrey Wohlfahrt assumes duties of Director of Financial Planning.
2015

Benjamin Whitford serves as an intern at MFG during his junior year at Canisius College.
2016

Jeff Wohlfahrt assumes position of Director of Asset Management for MFG.
2016

Benjamin graduates from Canisius College with a B.S. in Economics and joins MFG as a financial advisor.
2017

John Qualified for the Top of the Table of the MDRT (Million Dollar Round Table).
2019

John addresses the Million Dollar Round Table audience in New Orleans (international organization with 70,000 members).
2020

Benjamin receives his Master of Business Administration (MBA) from Canisius College.
2020

John and his Give and Grow study group address the Million Dollar Round Table audience virtually in Singapore and Philippines.
2021

Ben Whitford attends his first Million Dollar Round Table meeting.
2022

Ben earns the Accredited Investment Fiduciary (AIF) designation.
2023

Total assets under management $426,769,901.50.*

*As of 12/31/2023 our firm’s total Assets Under Management (AUM) were $210,436,220 and our total Assets Under Administration (AUA) were $216,333,682. AUM reflects the market value of all investments our investment adviser representatives manage through MML Investors Services, LLC managed account programs. AUA reflects the market value of non-advisory investment programs and accounts offered through our registered representatives of MML Investors Services, LLC, in its capacity as a broker/dealer, as well as the annuity contract values and life insurance cash values of insurance products sold or serviced by insurance agents/brokers associated with our firm. This value will fluctuate based on changes in market conditions, inflows and outflows of client monies, and other factors, and does not reflect the impact of fees, expenses, or taxes that may apply to the purchase, redemption, or transfer of underlying investments, accounts, contracts or policies. MML Investors Services, LLC is a registered investment adviser and broker/dealer, Member SIPC. Annuity and Life Insurance values may be associated with various insurance carriers.