A complete list of active advisors currently associated with Meta Wealth Advisory

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

Meta Wealth Advisory serves individual and high-net-worth clients, offering integrated wealth management (investment management and financial planning) together with tax preparation and referrals to third‑party attorneys and accountants. The firm operates as a fee-only registered investment adviser and provides ongoing portfolio supervision and tailored financial plans for each client. The firm follows an evidence-based investment approach that emphasizes diversification, asset allocation, and long-term risk management, and it manages client accounts on a discretionary basis while permitting client-imposed restrictions. Accounts are reviewed regularly and the firm relies on custodial relationships to execute and report trading activity and fee deductions. Notably, Meta Wealth Advisory may employ borrowing within separately managed accounts, a practice the brochure links to increased leverage and interest-rate risks discussed in Item 8. The firm also discloses a willingness to pay all or a portion of third‑party professional fees (such as attorneys or accountants) for clients with complex tax or estate planning needs and offers in-house tax preparation services, a level of direct support for third‑party professional costs that the brochure describes in Item 5.

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