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 is a fee-only registered investment adviser that serves individuals and high-net-worth clients with wealth management, investment management, financial planning, and tax preparation services. The firm typically works with clients who meet a stated account minimum (generally $1,000,000, subject to case-by-case waivers) and also recommends and implements third-party separately managed account programs, most notably the Dimensional Fund Advisors SMA platform. The firm follows an evidence-based investment philosophy focused on diversification, asset allocation, and long-term risk management rather than market timing, and it implements strategies either directly or through the recommended DFA SMA program that allows clients to hold individual securities, apply curated ESG screens, and access tax-management options. Meta Wealth Advisory provides ongoing financial planning and monitors client goals year-round, generally managing accounts on a discretionary basis while accepting written client restrictions. Distinctive features include a small advisory team (two advisors) overseeing roughly 81 client relationships and about $172 million in AUM, a scale that differs from many supported peers and is reflected in several operational choices. The firm offers in-house tax preparation, may subsidize third-party tax and legal fees for complex or high-net-worth matters, does not aggregate or block trades (trading accounts individually), and relies on a single recommended SMA platform for clients seeking customized separately managed accounts.

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.