MEA Wealth Advisors is a leading retirement planning and investment asset management company and parent company to MEA Tax Advisors, serving clients across the country from our offices in Southern California and Honolulu, Hawaii. Our firm is built on a desire to help our clients pursue their most important life goals.
Marc E. Anderson, our founder, began his career nearly 35 years ago with PCC Financial Services, Inc., a corporate benefits consulting firm. Working with small, closely held businesses, Marc developed a knack for advising clients in retirement planning, deferred compensation, 401(k)’s and other types of employer and employee benefits programs.
After several years as an employee of a larger firm, Marc had grown disappointed with being restricted to providing limited advice and using a limited number of investment options for his client. He wanted the ability to provide individualized solutions and access to the entire universe of planning and investment options. To create his vision, he realized he must become a truly independent advisor. The resulting new, independent firm answered only to its clients and enjoyed the freedom to recommend the solutions that Marc and his team believed were best for those they served.
Since 1985, MEA Wealth Advisors has been partnering with clients to help guide and support them on their journey toward pre and post retirement. We act as your guide in helping you understand the complicated, ever-changing landscape of the financial world. We serve as your trusted guides and advisors as you face important crossroads and unanticipated detours.
MEA Wealth Advisors was founded with one true mission in mind: to provide the experience and objective guidance that empowers clients to pursue their goals. Our founder, Marc, knew the only way to truly put clients first was through providing independent, fiduciary financial services. After founding the practice in 1985, Marc earned the respected Certified Financial Planner™ (CFP®) designation in 1987, further demonstrating his commitment fiduciary responsibility. And as an independent firm we aren’t obligated to push propriety products or services. You can trust that the solutions we recommend are truly what we believe to be the most advantageous for your situation.
We believe that knowledgeable people make more confident and ultimately more successful decisions about their finances and their future. That’s why education is at the core of our business. For clients and non-clients alike, we host workshops on topics such as Retirement Fundamentals (to help you prepare practically and psychologically), Government Benefits (to educate you about Social Social Security, Medicare/Medical and Social Security Disability Insurance), and Company-Specific Retirement Plans (to walk you through a specific employer’s retirement plans, including pensions and 401(k)’s, so you can clearly understand your options).
How do you know with certainty that you’re financially ready for retirement? Is this the right time? Have you accumulated enough? Is there any chance you will outlive your savings? These questions can feel daunting and unanswerable, but our team of financial professionals has decades of experience in guiding clients from wealth accumulation to generating lifetime income. We’ll communicate with transparency and help you find straightforward answers to your questions. Then, we’ll help you develop a personalized plan to suit your specific needs and timeline.
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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.
Cetera Advisors is part of the family of independently managed firms of Cetera Financial Group (Cetera). For the past 30 years, Cetera's family of companies has grown to manage over $110 billion in client assets, delivering advisory products and solutions and sophisticated trading and technology platforms to us and other advisors across all 50 states. You can be confident that their tools, technology, and support will help us be more effective in our relationship with you.
While a broker-dealer helps supervise and facilitate the trading that converts your cash into invested assets, those assets are actually held by a custodian. Cetera Advisors works with two custodians. Pershing LLC custodies brokerage accounts, including the brokerage accounts within IRAs.Pershing is a subsidiary of the Bank of New York Mellon Corporation, which is the nation's oldest continuously operating bank and one of the world's leading providers of securities services. Both Pershing and Cetera Investment Services have to meet certain net capital requirements and are subject to regular audits, both internally and by independent firms, to ensure the appropriate handling, segregation, and protection of investors' assets.
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.