Julie Meissner
Founder & CEO
Meet our experienced wealth management team members, serving clients nationwide.
Founder & CEO
Private Wealth Advisor & CIO
Private Wealth Advisor
Director of Operations
Private Wealth Advisor
Private Wealth Advisor & Director of Financial Planning
Private Wealth Advisor
Client & Operations Services Lead
Client Services Associate
Associate Analyst
USA Today’s Best Financial Advisory Firms for 2026
The list is a national ranking that recognizes leading Registered Investment Advisory (RIA) firms across the country based on peer and client recommendations as well as firm growth metrics.
Forbes 2026 Top Women Wealth Advisors Best-In-State
Stacey Chin, CFP®, ChFC®, Private Wealth Advisor and CIO, has been named to the Forbes 2026 Top Women Wealth Advisors Best-In-State list for California. The tenth annual ranking highlights leading women advisors across the country and recognizes individuals for their professional experience, industry leadership, and dedication to serving clients.
Newsweek America’s Top Financial Advisory Firms 2026
Plant-A Insights Group and Newsweek partnered to identify America’s Top Financial Advisory Firms 2026. Over 16,000 Financial advisories registered with the SEC were analyzed to find the best of the best.