MEA Wealth Advisors is built on a foundation of uncompromising, client-centered values that sets us apart.

FIDUCIARY COMMITMENT

As an independent financial services  firm, we place our clients’ interests above all else and have done so since our founding in 1985. Every decision we make, and each piece of advice we provide, is based on a simple question: What’s best for you? Every other consideration, including our compensation, is secondary.

PROFESSIONAL EXCELLENCE

In order to uphold our commitment to you as a fiduciary, our advisors have earned the coveted Certified Financial Planning™ (CFP®) and Accredited Investment Fiduciary™ (AIF®) designations.

EDUCATION-FOCUSED

We help arm our clients with the knowledge to help them make confident decisions. We strive to clearly explain each option to help clients empower themselves to make the best decisions.

SERVICE-ORIENTED

Great service is, for us, non-negotiable. We pride ourselves on communication, responsiveness and problem-solving that are second to none.

TRANSPARENCY

Trust is essential to a great client relationship. From what’s in our client’s portfolios or how their investments are performing to fees they’re paying, we make sure our clients are fully informed and all questions are easily understood.

EVIDENCE-BASED

Clients’ financial futures are too important for gut-based decisions. Our entire financial planning processes and asset management approach is underpinned by clear evidence and statistical analysis.

At MEA Wealth Advisors, our clients succeed because of our client-centered approach.