Meschel Wealth Management LLC

Allen Meschel is a financial advisor at Meschel Wealth Management LLC with three years of industry experience. He holds a Series 65 designation and previously worked at J.P. Morgan from 2014 to 2019. Outside of advising, he is involved with Accelerated Enrollment Solution, a separate business activity. Meschel Wealth Management provides discretionary investment management and financial planning services to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm manages nearly $99 million in assets, implementing portfolios primarily through mutual funds and ETFs with an investment approach that balances active and passive strategies while focusing on cost efficiency.

David Meschel is a CFP®-credentialed financial advisor with 13 years of industry experience. He is a principal at Meschel Wealth Management LLC in Yardley, PA, and has been affiliated with Purshe Kaplan Sterling and The Retirement Group, LLC during his career. Outside of advisory services, he works as an insurance broker for various carriers. Meschel Wealth Management provides discretionary investment management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a process that assesses client objectives and risk tolerance to guide portfolio construction, utilizing mutual funds, ETFs, and third-party solutions, with approximately $98.7 million in discretionary assets under management as of December 2025.