History
MEA Wealth Advisors is a leading investment and retirement planning company, serving clients in Southern California and across the country. Our firm is built on a desire to empower our clients to pursue their most important life goals. We're successful because of our client focus and our experience--but also because we've seen firsthand what works and what doesn't. Today, we're proud to call ourselves a family firm. Over the past ten years, three family members have joined the firm. We're not all related, of course! But our entire team enjoys family-like trust and communication, which helps us to serve our clients better. Our entire team remain true to our mission: Providing the experience and objective guidance that empowers clients to pursue their goals. We will never forget that we owe our success to our clients' success.
Specialties
MEA Wealth Advisors is a leading retirement planning and investment asset management company and parent company to MEA Tax Advisors and MEA Insurance Advisors, serving clients in Southern California and across the country. Our firm is built on a desire to help our clients pursue their most important life goals. Marc E. Anderson, our founder, began his career nearly 35 years ago with PCC Financial Services, Inc., a corporate benefits consulting firm. Working with small, closely held businesses, Marc specializes in retirement planning, deferred compensation, 401(k)'s and other types of employer and employee benefits programs. Please also note our other office location at: 1003 Bishop Street Suite 2700 Honolulu, HI 96813