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. |