At MEA Wealth Advisors, we believe that knowledgeable people make more confident and ultimately more successful decisions about their finances and their futures. That’s why education is at the core of our business.
MEA Wealth Advisors is an independent, financial services firm built on a foundation of uncompromising, client-centered values which sets us apart. We believe we have an unsurpassed ability to educate and serve our clients as they head into and through retirement. Let MEA Wealth Advisors help you pursue your vision of a comfortable retirement.
Our goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement. Through our comprehensive approach, we develop customized retirement strategies which address your individual needs and goals, both short and long-term. In order to provide customized guidance, however, we first take the time to listen to you and get to know you, your values and unique circumstances. We’ll also educate you on your options and help equip you to confidently make life decisions whenever they arise because, at MEA, your success is our success.
After several years as an employee of a larger firm, our founder Marc E. Anderson, wanted the freedom to provide individualized solutions and access to the full range of available products and services to better serve the needs of his clients. To fulfill his vision, he set out to start his own firm as a truly independent advisor. Today, MEA Wealth Advisors is still operated with this vision in mind: to put clients first, serve them well through personalized planning, and to empower them through education. Our firm is committed to your success today, in retirement and beyond.
At MEA Wealth Advisors, we want to help you confidently pursue your vision of a comfortable retirement, and we understand the concerns you face as you prepare. Through our comprehensive approach, we develop customized retirement strategies to address your individual needs and goals, both short and long-term. Our aim is to help make your transition into retirement more manageable and less stressful by building a personalized strategy and offering ongoing support, objective advice, and guidance. Start preparing for tomorrow’s retirement today by contacting us to learn more or to set up a commitment-free introductory meeting.
Explore our comprehensive suite of independent, personalized financial services. Whatever your life stage or financial planning questions, we are here to help.
At MEA Wealth Advisors, we are truly independent financial advisors, meaning you’ll have access to the broadest array of our solutions and services to help meet your unique needs. Together, we’ll map out a plan customized to help you pursue your specific goals.
Our investment management process is centered on providing personalized service, and our recommendations are based on academic research and evidence of what works. We then carefully design your custom portfolio to address your specific objectives.
It’s never too early to start planning for retirement, and as the time draws near, we’ll help you navigate employer-sponsored plans and help you form a strategy to turn your retirement savings into a comfortable lifetime retirement income.
As retirement nears, you may have many questions about your employer-sponsored plan. With extensive experience in this area, we can help you weigh the various benefits and risks of each option and help you unlock the full potential of your plan.
This guide will help you make end-of-year preparations, direct you through the complexities of filing taxes in early 2020, and provide easy tips for looking ahead to future tax preparations.
At MEA, we believe that knowledge is key to developing insightful solutions and decisions towards financial literacy. We encourage a knowledgeable relationship with our clients as they move towards retirement. Below is some helpful content that we believe can aid in the development of a solid financial understanding.