A complete list of active advisors currently associated with Jeffrey N. Mehler, CFP LLC

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Jeffrey N. Mehler, CFP® LLC provides financial planning, ongoing investment management, monitoring and consulting to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations and business entities. The firm also offers specialized services such as forensic financial statement analysis in divorce matters and periodic reviews and reporting for clients’ custodial accounts. JNM uses fundamental analysis to construct customized portfolios and employs a mix of long‑ and short‑term strategies, offering both discretionary and non‑discretionary management depending on client needs. The firm’s investment program includes more advanced tools than many peers — it may use borrowing (margin) and derivative instruments, including option strategies and short sales, within separately managed accounts. Compared with similarly sized advisory firms, JNM manages a largely discretionary asset base (over $300 million of roughly $416 million in AUM across about 177 clients served by three advisors) and undertakes activities that create atypical operational oversight, such as having an adviser serve as trustee on certain client trusts (with associated surprise audits). These governance arrangements and the availability of forensic analysis and private‑fund recommendations distinguish its service mix from many peers.

To learn more about the advisors currently working at Jeffrey N. Mehler, CFP LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.