MEA Wealth Advisors is a reputable retirement planning and investment asset management company that prioritizes its clients' best interests. With offices located in Southern California and Honolulu, Hawaii, we serve clients throughout the country. Our firm is dedicated to helping clients pursue their most important life goals.
Founder Marc E. Anderson has over 35 years of experience in corporate benefits consulting, specializing in retirement planning, deferred compensation, 401(k)’s, and other employer and employee benefits programs. Marc's passion for providing individualized solutions and access to a broad range of planning and investment options led him to establish an independent advisory firm that puts clients first.
At MEA Wealth Advisors, we partner with clients on their journey towards pre and post-retirement. Our team of experienced advisors serves as your guides, helping you navigate the complex and ever-changing financial landscape. We offer transparent and comprehensive advice, helping you make informed decisions and taking into account important crossroads and unexpected detours along the way. Trust us to guide and support you as you pursue your financial goals.
MEA Wealth Advisors was established with a clear mission - to provide clients with the expertise and unbiased guidance they need to pursue their financial goals. Our founder, Marc Anderson, recognized that the only way to prioritize the best interests of clients was by offering independent, fiduciary financial services. In 1987, he earned the prestigious Certified Financial Planner™ (CFP®) designation, further solidifying his commitment to fiduciary responsibility. As an independent firm, we're not beholden to promoting any proprietary products or services. Rest assured, the solutions we suggest are based solely on what we believe to be the most advantageous for your specific situation.
At our firm, we are not just advisors, we are also your financial educators. We firmly believe that educated individuals are more confident and make better decisions about their finances and their future. That's why we place education at the core of our business. We provide workshops for both clients and non-clients, covering a variety of important topics such as Retirement Fundamentals, Government Benefits, and Company-Specific Retirement Plans. Our Retirement Fundamentals workshop can help you prepare both practically and psychologically for retirement, while our Government Benefits workshop is designed to educate you about Social Security, Medicare/Medicaid, and Social Security Disability Insurance. Additionally, our Company-Specific Retirement Plans workshop will walk you through your specific employer's retirement plans, including pensions and 401(k)s, so that you can make informed decisions about your options.
Making sure you're financially prepared for retirement can be a daunting task. You may be unsure about whether you have accumulated enough, when is the right time, and the possibility of outliving your savings. At our firm, we understand these concerns and are here to help you make confident and informed decisions about your retirement.
Our team of financial professionals has decades of experience in guiding clients through every step of the retirement process, from wealth accumulation to generating lifetime income. We prioritize clear communication and transparency, and we will work with you to find straightforward answers to your questions. With your unique needs and timeline in mind, we will create a personalized plan that is tailored to your specific situation.
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Since our founding in 1985, we have been committed to placing our clients’ interests above all else. Every decision we make and each piece of advice we provide is based on one simple question: What is best for you?
We help arm our clients with the knowledge to help them find clarity and make confident decisions. We strive to educate clients on each option to help them empower themselves to make the best decisions.
Great service, for us, is a non-negotiable necessity. We pride ourselves on our commitment to our clients in providing excellent communication, responsiveness, and problem-solving services that are second to none.
We are committed to advancing in our specialties so that we may continue our history and tradition of helping clients unlock the full potential of their employer-sponsored savings and retirement plans.
We specialize in a variety of services, including retirement planning, wealth and investment management, and navigating employer retirement benefit plans. Learn more about what we can do for you.
At MEA Wealth Advisors we take a comprehensive, personalized approach by first getting to know you and understand your personal values and goals. Our plans are based on research and clear evidence of what works and are centered on what’s best for you.
Ready to get started? Let our experienced team of financial professionals help you start preparing for tomorrow’s retirement today. Contact us to learn more or to set up a commitment-free introductory meeting.