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).

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).

2010	MFG enrolls in Peak Advisor Alliance coaching program designed to improve office operations and client service.

2013	Total assets under management reach $100,000,000.

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	Total assets under management $240,000,000.

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	Total assets under management $375,000,000.

2022	Ben earns the Accredited Investment Fiduciary (AIF) designation

2023	Total assets under management $425,000,000.