A complete list of active advisors currently associated with Meira Wealth

Warmer can help you find a great advisor at Meira Wealth or one who fits your needs even better.

Meira Wealth provides personalized, fee-only financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm manages roughly $318 million in discretionary client assets and operates with a team of five advisors. The firm combines passive and active management within a Modern Portfolio Theory framework, documenting client objectives in Investment Policy Statements and typically managing accounts on a discretionary basis. Portfolios are implemented primarily with mutual funds and ETFs but may include individual equities, options and futures, and, notably for some separately managed accounts, the use of derivatives and borrowing (margin) as part of its strategies; the firm also evaluates and recommends alternative investments such as private funds, interval funds, and REITs when suitable. Meira Wealth’s operations rely on several third‑party platforms and service providers — including an estate‑planning technology platform (Vanilla Technologies), the eMoney client portal, an outside portfolio consultant (Helios), trading/rebalancing support from Advisor Logistics, and fee administration by MTO Financial Services. The brochure discloses a recent consolidation of ownership under a single holding entity and operational practices such as Courtesy Accounts and standing transfer authorizations that may distinguish the firm from many peers.

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