About Us

At Meconi Financial Management & Advisory, you are supported by a team of professionals, dedicated to the highest levels of client service. We strive for excellence by providing:

1:1 financial advice based on your goals and needs.
Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
Regular meetings to review your goals, progress, and investments.
Anytime access to your investments and digital tools to help you stay on track.

Areas of focus include, but are not limited to:
Wealth Preservation Strategies
Investment Management
Retirement Planning Strategies
Estate Planning Strategies
Tax Planning Strategies
Divorce Financial Planning
Domestic Partner Planning
Intergenerational Planning
Executive Compensation and Benefit Strategies