Our Services

MEA Wealth Advisors has been a trusted partner for over three decades, guiding clients through the intricate and ever-changing landscape of financial planning and investment options. Our personalized and comprehensive services are tailored to provide expertise and care as you navigate life's most significant financial decisions. We pride ourselves on delivering transparent and insightful advice, acting as your dedicated partner to help you pursue your pre and post-retirement goals.

At MEA Wealth Advisors, our commitment to excellence is the driving force behind everything we do. Our comprehensive suite of services is designed to help you build the retirement you've always dreamed of, unlocking the full potential of your employee-sponsored defined benefit and defined contribution plans. With years of experience and a passion for excellence, we deliver outstanding results and exceptional customer service to our clients every day.

Partner with MEA Wealth Advisors to confidently navigate the complexities of retirement planning and pursue your personal and financial goals. Discover more about our services and how we can support you on your journey to a successful and fulfilling retirement.

We are not your average financial advisors. We believe in delivering truly independent and personalized wealth management solutions that are tailored to your unique needs and objectives. Unlike other firms that rely on standardized plans and push specific company products, we work solely for you. When you entrust us with your wealth management, you can rest assured that you will have access to the most extensive array of solutions and services available to help you achieve your financial goals. We take the time to understand your short-term, medium-term, and long-term goals, as well as your current financial situation, including your investment portfolio and projections. With this information, we provide you with an honest assessment of where you stand financially and work together to develop a customized plan that fits your unique needs and circumstances.

Our team of financial professionals meticulously research and evaluate a diverse range of investment options, including bank investments, securities, and insurance, to provide you with the best investment vehicles that align with your unique needs. We rely on a combination of academic research and industry expertise to develop personalized recommendations based on proven evidence. We believe that asset allocation is key to achieving growth while minimizing risk. Therefore, we work closely with you to develop a comprehensive plan that is customized to reflect your individual goals and timeline. Our unwavering commitment to transparent communication means that you will always be informed about the progress of your portfolio, and we will make necessary adjustments along the way to keep you on track.

Retirement planning is a comprehensive process that involves much more than just saving money. It's about navigating the often-complicated landscape of employer-sponsored plans and developing a personalized strategy that ensures your financial security throughout your retirement years. We'll help you consolidate your retirement savings and develop a streamlined approach to distributions, so you can enjoy a worry-free retirement. With a focus on maximizing income and minimizing tax implications and market volatility, we'll help you make the most of your retirement assets.

Most employer-sponsored plans give you many payout options, which means many complicated decisions may be on the horizon. Retirement planning is not just about the destination but also the journey. Navigating the myriad of payout options can be overwhelming and stressful. That's why we offer our expertise to help you make informed decisions that align with your long-term goals. Our team of experienced advisors will work with you to understand your unique circumstances and create a personalized retirement strategy that ensures you don't outlive your resources. With our deep understanding of employer-sponsored plans, we provide clear and candid advice on the various payout options available and the benefits and risks associated with each option. We'll also help you consolidate your retirement savings and simplify your distributions, providing a comprehensive solution to maximize your retirement income. Our team has the expertise to structure and invest your retirement portfolio strategically to safeguard your hard-earned savings from the impact of 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.