A complete list of active advisors currently associated with Meehan, Bernard

Warmer can help you find a great advisor at Meehan, Bernard or one who fits your needs even better.

The firm provides portfolio management and investment advisory services to individual clients, serving both high‑net‑worth and non‑high‑net‑worth households and managing about $7.1 million across 36 client accounts. It accepts both discretionary and non‑discretionary mandates and also offers hourly consultative reviews for portfolios it does not implement or oversee (for example, a review of a New York State Section 529 plan). In constructing and managing portfolios the firm combines fundamental analysis with technical, charting and cyclical methods, and tailors recommendations to each client’s stated risk tolerance and objectives. Accounts are monitored at least quarterly with semiannual performance reviews, and the firm maintains written transaction logs and a Code of Ethics to address personal trading conflicts. Noteworthy among peers, the firm provides stand‑alone hourly consultations for advice-only engagements while maintaining a centralized advisory model in which the owner personally reviews client accounts. The firm does not vote proxies on clients’ behalf, leaves voting responsibility to clients, and discloses no disciplinary history or outside industry affiliations.

To learn more about the advisors currently working at Meehan, Bernard, 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.