A complete list of active advisors currently associated with Meeks Wealth Management, LLC

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

Meeks Wealth Management provides comprehensive portfolio management, financial planning and consulting to individuals, high‑net‑worth clients, trusts, estates, charitable organizations and business entities. Its investment solutions may include individual stocks, bonds, ETFs, options, mutual funds and other public and private securities tailored to client objectives. The firm predominantly operates on a non‑discretionary basis, reporting $0 in discretionary assets and $78,049,006 in non‑discretionary assets as of December 31, 2025, so recommendations are presented for client approval prior to execution. Its approach combines multiple methods of analysis—fundamental, technical, quantitative and sector analysis—with asset allocation, duration management and periodic rebalancing to align portfolios with risk tolerance and time horizon. Compared with similarly sized independent advisory practices, the firm is notable for managing substantial non‑discretionary assets across a small client base (nine clients) and for providing portfolio services to business and institutional entities as well as individuals. It allows client‑specific investment restrictions and provides at least quarterly verbal reviews, reinforcing a consultative, client‑directed relationship.

To learn more about the advisors currently working at Meeks Wealth Management, 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.