Our Services

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 financial planning and investing options. We guide and advise you on alternatives as you face important life decisions.

Our comprehensive suite of services can help you build your idea of a comfortable, successful retirement, and through our extensive experience, we can help you unlock the full potential of your employee-sponsored defined benefit and defined contribution plans. In all we do, we are also committed to providing you with an excellent experience and outstanding customer service. Read on to learn more about how we can help you pursue your personal and financial goals.

At MEA Wealth Advisors we are truly independent financial advisors, we don’t rely on only computer-generated, cookie-cutter plans or any particular company’s vehicle. Remember, we don’t work for a large corporation; we work for you. When you trust MEA with your wealth management, you’ll have the broadest array of our solutions and services to help meet your individual needs. We’ll take a comprehensive, candid look at your short, medium, and long-term goals and your financial situation, including your current investment portfolio and projections. You’ll get an honest assessment of where you are, and together we’ll map out a plan customized to help meet your goals.

The hallmark for our investment management process is personalization, as we carefully design your portfolio to meet your objectives. We research and identify the best investment vehicles to suit your needs from a wide variety of bank investments, securities, and insurance, basing your tailored plan on clear evidence of what works. Drawing from our academic research, we allocate your assets with the aim of pursuing your growth needs with as little risk as possible.* We also provide clarity and transparent communication, as we monitor your progress, keep you informed, and make the necessary adjustments along the way to keep you on track toward your goals.

Retirement planning isn’t just about what happens at retirement, it’s also about what happens before retirement—everything from the savings you build to navigating the plans your employer may offer. As retirement draws near, we work with you to design the optimal strategy for converting your retirement savings into retirement income, while ensuring that you don’t outlive your resources. We can help you consolidate your retirement savings and simplify your distributions, while structuring and investing your retirement assets in a way that provides maximum income and best protects you from any unnecessary taxes or market volatility.

Most employer-sponsored plans give you many payout options, which means many complicated decisions may be on the horizon. For instance, will you receive regular monthly disbursements or a lump-sum payout? Will you keep your savings plan or 401(k) with your employer or make use of an IRA? With extensive experience in this area, we can offer a candid discussion of the various benefits and risks of each option to help you weigh these decisions and get the most out of your employer-sponsored plan. We can also help structure and invest your retirement in a way that helps protect your hard-earned savings from taxes and short-term market volatility.

*INVESTMENTS IN SECURITIES DO NOT OFFER A FIXED 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.