MESA Wealth Management

Mesa Wealth Management provides financial planning, investment consultation, and retirement-plan services to individuals, high‑net‑worth clients, small businesses, and sponsors of pension and profit‑sharing plans. The firm’s services include cash‑flow and debt management, retirement and education planning, estate planning advice, and educational workshops on personal finance and investing.

The firm follows a globally diversified, long‑term approach and typically implements investment advice by engaging pre‑screened third‑party investment managers; as of December 31, 2025 it reported $0 in discretionary AUM and $17,404,874 in non‑discretionary AUM, reflecting a largely consultative, non‑discretionary model. Mesa Wealth Management also operates an insurance agency and maintains a dually registered relationship with an introducing broker‑dealer, so some recommendations may include insurance or brokerage products for which associated persons can receive commissions; those potential conflicts are disclosed in its brochure.

Distinctive aspects of the firm compared with peers include its provision of pension consulting and §3(21) retirement plan support for plan sponsors—services that are less common among independent solo advisers—and its regular offering of complimentary educational seminars. The firm also documents targeted counseling for certain employee groups (including law enforcement employees), which may be relevant to prospective clients seeking occupation‑specific guidance.