How does the advisor help clients – Key Takeaways:
MEEHAN WEALTH ADVISORS, LLC is a trusted financial advisory firm that provides comprehensive wealth management services to individuals, families, and businesses. With years of experience in the industry, their team of experts acts as a financial partner to their clients, helping them achieve their financial goals and build a secure future.
Here are some key takeaways on how MEEHAN WEALTH ADVISORS, LLC helps their clients:
- Provides personalized and holistic financial planning services
- Offers a wide range of investment options
- Utilizes a team-based approach to provide comprehensive solutions
- Uses cutting-edge technology to manage and track client’s finances
- Provides ongoing support and guidance to clients on their financial journey
Facts and Insights
MEEHAN WEALTH ADVISORS, LLC has been providing top-notch financial services to their clients for over 20 years. They have a team of highly qualified and experienced financial advisors who have deep knowledge and expertise in the financial industry. This enables them to provide valuable insights and guidance to their clients, helping them make informed financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 8 | 20+ years |
Financial Services Offered
MEEHAN WEALTH ADVISORS, LLC offers a wide range of financial services to cater to the diverse needs of their clients. These include:
- Retirement planning
- Investment management
- Tax planning and management
- Estate planning
- Insurance planning
- Education planning
- Business planning
Client Types
MEEHAN WEALTH ADVISORS, LLC serves a diverse client base, including individuals, families, and businesses. They work closely with their clients to understand their unique needs, goals, and risk tolerance, and provide tailored solutions to help them achieve financial success.
Fees & Compensation
MEEHAN WEALTH ADVISORS, LLC operates on a fee-only basis, which means they are only compensated by their clients and do not receive any commissions from third parties. This ensures that their advice is always unbiased and in the best interest of their clients.
Their fees are based on the assets under management and are transparently disclosed to their clients. They also offer flexible fee structures to meet the specific needs of their clients.
Background
MEEHAN WEALTH ADVISORS, LLC was founded in 1999 by John Meehan, who has more than 30 years of experience in the financial industry. Along with his team of experts, John has built a reputable firm that is known for its personalized and client-focused approach to wealth management.
Their commitment to excellence and dedication to their clients have earned them numerous accolades and recognitions over the years, making them a trusted and respected name in the financial advisory industry.
Financial Advisor Disclosures to Know
As a reputable financial advisor, MEEHAN WEALTH ADVISORS, LLC believes in transparency and disclosure. They have a strict code of ethics, and their advisors are legally bound to act in the best interest of their clients at all times.
In addition, they provide their clients with a full disclosure of their services, fees, and any potential conflicts of interest. They also make sure to educate their clients on any potential risks associated with their recommended strategies and investments.
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