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Meehan, Bernard

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Sam T

CFP®, Series 63, Series 65, AIF®

Castle Rock, CO

Fidelis Wealth Advisors

Sam began his wealth management career in 2000. He was previously a partner in a registered investment advisory firm in Denver, acting as its Director of Financial Planning, Chief Financial Officer, and OSJ. Sam completed his CERTIFIED FINANCIAL PLANNER™ designation from the CFP® Board of Standards in early 2006. He holds insurance licenses in the State of Colorado for life, accident, property, casualty, and health. He’s also a member of the Financial Planning Association (FPA) and very active in his local chapter. Sam’s been featured on the local Channel 9 news affiliate segment, Moneyline 9 and currently serves his community providing pro bono financial advice to families in distress. He has a unique ability to relate to his clients, help them feel comfortable with difficult topics, and offer advice to meet their individual and family needs. His exceptional talent to see the big picture helps direct specific pieces of the planning puzzle to meet the overall needs of each client. PERSONAL Sam graduated from the University of Phoenix with a major in Finance. He enjoys spending time with his seven children. They participate in many sports activities, and Sam coaches several of his kids’ basketball teams. Sam resides in Castle Rock, Colorado.

Wealth management Business ownership considerations Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving tax strategies Dentist Attorney Retired Founder/Business Owner Executive Established Professionals Approaching retirement Retired Mid-Career Professionals Divorced

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Bernard M

CFP®, Series 63, Series 65

Astoria, NY

Meehan, Bernard

Bernard Meehan is a CFP® with 14 years of industry experience and operates as the sole advisor at Meehan, Bernard, an independent firm based in Astoria, NY. He has managed a tax preparation business, Forge Financial Services, since 1972, providing tax services primarily to his investment clients. Meehan, Bernard offers portfolio management and investment advisory services to both high-net-worth and non-high-net-worth individuals, managing approximately $7.1 million across 36 accounts. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to tailor portfolios according to clients’ risk tolerance and objectives, providing both discretionary and non-discretionary mandates as well as hourly consultative reviews.

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