ME FINANCIAL, PLLC

Overview

ME Financial, Pllc is an independent registered investment adviser operating as a limited liability company that serves both individual/family and institutional clients. The firm emphasizes equity exposure, using exchange-traded equities as its primary portfolio building block, while also acting as a capital allocator that selects outside managers and funds for client portfolios. Advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers and publication of client-facing periodicals. In addition to advisory work, ME Financial, Pllc is licensed as a real estate broker and an insurance broker, which supports its access to real estate strategies and insurance solutions for clients. Fee arrangements are mixed — the firm charges a percentage of AUM, hourly fees and other fee structures depending on the engagement. The firm does not identify as an active ESG investor and is not reported as a multi-state or newly formed adviser.

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