Meehan Capital Advisors
Joey Meehan
Founder & Wealth Management Advisor|CLU®, CFP®, RICP®, AEP®
A Note from our Founder
After spending nearly half of my life studying finance and human psychology, I founded Meehan Capital Advisors because I saw a significant need in the marketplace for comprehensive financial planning, and for educating clients and empowering them to make sound financial decisions with an unbreakable financial mindset.
Many of our wealth management peers often take a singular approach to financial planning. Whether it be an investment-only approach, an insurance-only approach, or a singular product that will “solve all your life problems.” At Meehan Capital, we take an objective approach to the construction of your financial plan - the right tools for the right job.
Many successful business owners, executives, professionals, and retirees have not taken the time to develop a customized financial plan to address tax inefficiencies, fee suppression, inadequate asset allocation, or a sustainable retirement distribution strategy. This often leads to emotion-based financial decisions that breed fear, scarcity, greed, and inaction.
Meehan Capital Advisors was founded to guide and guard our clients through all of life’s trials and triumphs. If you appreciate a deep relationship with a professional firm that will walk alongside you through whatever life throws your way, Meehan Capital Advisors is your destination.
- Joey
