Broker Check

Asset Allocation

The right investing approach can help ensure a confident retirement. At MEA Wealth Advisors, we seek to preserve and grow our clients’ savings using a personalized, disciplined process that relies on evidence—not hunches.


Each client’s investment portfolio is designed based on their unique situation, goals, time horizon and level of risk tolerance. And rather than chasing arbitrary market benchmarks, we strive to produce the specific results you need to help meet your personal objectives.


At MEA, we invest for the long term, and we base our decisions on clear evidence of what works. Drawing from respected bodies of academic research, we allocate your assets with the aim of pursuing your growth needs with as little risk as possible.*


Over time, we evaluate client portfolios and make adjustments as necessary to keep your investments aligned with your objectives. We provide regular and detailed reporting, and meet with clients regularly to review their progress.

The entire MEA team recognizes that your savings is the key your future. We are committed to careful stewardship of your assets, and to providing the kind of careful investment management that can help you sleep better at night.

*Investments in securities do not offer a fix rate of return. Principal, yield and/or share price will fluctuate with changes in market conditions and, when sold or redeemed, you may receive more or less than originally invested. No system or financial planning strategy can guarantee future results.