Our Firm


Meschel Wealth Management LLC is a Registered Investment Advisory (RIA) firm led by David G. Meschel CPA, CFP®.  Dave is a fee-only investment advisor providing comprehensive financial planning for his clients, as well as structuring and maintaining their investment portfolios.  As an independent financial advisor, Dave is employed by you, the client...he is not employed by a company trying to sell you their products.  He works on your behalf as a fiduciary (i.e. legally committed to working in his client's best interests) to help you establish and pursue your financial goals.  His clients include individuals, families, and business owners. 

 Please contact us if you have any questions about Meschel Wealth Management, or have interest in scheduling a complimentary consultation.