A complete list of active advisors currently associated with Meehan Wealth Advisors, LLC

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

Meehan Wealth Advisors provides financial planning and referral services to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities, with its client work concentrated among high‑net‑worth individuals. The firm does not manage client assets, take custody, or accept discretionary investment authority; instead it coordinates planning and refers clients to outside investment advisors for implementation. MWA’s work focuses on tailored financial plans that address cash management, retirement, tax, estate and charitable giving needs; planning engagements are billed as annual flat fees or hourly project fees and are typically completed within six months. For investment management, the firm enters written solicitation arrangements with independent investment advisors, discloses shared management fees received from those advisors, and does not employ percentage‑of‑AUM or performance‑based fees in its own compensation model. A notable feature of the firm is its accounting background: the firm’s principals were partners in Meehan & Associates, a certified public accounting practice that was dissolved as of 12/31/2025, and supervised persons hold CPA credentials, which informs its emphasis on tax and planning integration. Compared with many peers, MWA operates primarily as a planning‑and‑referral adviser rather than a direct portfolio manager and explicitly does not provide portfolio management for individual clients.

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