A complete list of active advisors currently associated with Mehta Services Company

Warmer can help you find a great advisor at Mehta Services Company or one who fits your needs even better.

Mehta Services Company is an independent, single-advisor registered investment adviser that provides investment advisory services, financial planning and tax preparation to individual clients. In its disclosure the firm indicates it does not accept typical non‑high‑net‑worth retail clients, focusing its relationships on individuals who meet its intake criteria. The firm relies on Modern Portfolio Theory and portfolio optimization to construct customized, core-and-satellite portfolios using broad-based no‑load mutual funds and ETFs, with allocations set according to each client’s risk tolerance and cash‑flow needs. It generally operates with limited discretionary authority (via a limited power of attorney), performs quarterly rebalancing and provides periodic account reviews. Notably, the owner combines tax‑preparation services and hourly financial planning alongside assets‑under-management portfolio services, and discloses that financial and tax planning work will not exceed an average of about 10 hours per week (roughly 10% of firm time). The adviser also prefers recommending a single broker for operational efficiency while allowing clients to choose their custodian, and it expressly avoids recommending load mutual funds.

To learn more about the advisors currently working at Mehta Services Company, 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.