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

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

MEJ Wealth Advisors LLC provides financial planning and discretionary investment management primarily for individual clients, and also serves trusts, estates, pension and profit-sharing plans, and business entities. Services described in the brochure include comprehensive or segmented financial plans, an Investment Management Program (allocations, quarterly reports, and ongoing monitoring), separate business consultation services, and occasional no-fee educational seminars. The firm’s stated investment approach emphasizes a balanced, long-term, cost- and tax-efficient framework, using financial planning software, questionnaires, and client interviews to establish goals and risk tolerance. Portfolios may include stocks, bonds (including municipal), mutual funds and ETFs, and the adviser describes a low-cost, low-turnover bias while retaining the ability to rebalance or trade as needed to meet liquidity or tax objectives. Noteworthy for a small, state-registered adviser with roughly $2.2 million in discretionary assets, the brochure discloses that MEJ works with institutional-style clients (ERISA accounts and business entities), offers business succession and consultation work separate from personal planning, and periodically conducts seminars. The firm also notes that its investment adviser representatives are licensed to sell insurance and are employed by a credit union (Qside Federal Credit Union), which the brochure identifies as a potential source of conflicts that clients are informed about.

To learn more about the advisors currently working at MEJ 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.