A Mission that Serves Your Best Interests
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.
More than Advisors—We’re Your Financial Educators
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.
Guidance to Help You Be Financially Ready for Retirement
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.
