The Means Guarantee As a fee-only investment advisor, we take great pride in the quality of our advice, service, and client experience. If you aren’t 100% satisfied with our services for a reason, we will return your fees*.
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Why Us

We Always Act In Your Best Interest

We Always Act In Your Best Interest

As a Registered Investment Advisor, Federal law requires Means Wealth Management to be held to a Fiduciary Standard.  This means that we have a responsibility to act in good faith and always in our clients' best interests. We must be loyal, use reasonable care, disclose any conflict of interest, and fully set forth our compensation. Fees based upon client accounts' asset size (rather than transaction-based fees) help ensure that your goals are aligned with ours.

As a Registered Investment Advisor, Federal law requires Means Wealth Management to be held to a Fiduciary Standard.  This means that we have a responsibility to act in good faith and always in our clients' best interests. We must be loyal, use reasonable care, disclose any conflict of interest, and fully set forth our compensation. Fees based upon client accounts' asset size (rather than transaction-based fees) help ensure that your goals are aligned with ours.

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We Don't 'Sell' Anything

We Don't 'Sell' Anything

As fiduciaries, we do not sell any product. We consult on which strategy best suits your needs and then implement that strategy using a methodical and prudent selection process for managers or indexes. We are non-biased and do not use any proprietary products.

As fiduciaries, we do not sell any product. We consult on which strategy best suits your needs and then implement that strategy using a methodical and prudent selection process for managers or indexes. We are non-biased and do not use any proprietary products.

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We Invest with You

We Invest with You

At Means Wealth Management, our employees invest using the same strategies we recommend to our clients. It is a long-held belief that one must believe in and execute the same advice we provide to others.     

At Means Wealth Management, our employees invest using the same strategies we recommend to our clients. It is a long-held belief that one must believe in and execute the same advice we provide to others.     

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Quality Investments and a Depth of Resources

Quality Investments and a Depth of Resources

As fiduciaries, we strongly believe in highly efficient, well-diversified portfolios built on the foundation of fundamental analysis, qualitative research, and stringent asset allocation. Utilizing research conducted by the most prestigious institutional wealth managers globally, our portfolio construction is based on forward-looking asset class returns.

As fiduciaries, we strongly believe in highly efficient, well-diversified portfolios built on the foundation of fundamental analysis, qualitative research, and stringent asset allocation. Utilizing research conducted by the most prestigious institutional wealth managers globally, our portfolio construction is based on forward-looking asset class returns.

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Over 85 Years of Prudent Advice

Over 85 Years of Prudent Advice

Founded in 1935 by David G. Means, Means Wealth Management is now run by CEO Zachary Means, the third generation to lead the firm. The principles that have guided Means Wealth for more than 85 years still hold today - Integrity, honesty, and sound advice. 

Founded in 1935 by David G. Means, Means Wealth Management is now run by CEO Zachary Means, the third generation to lead the firm. The principles that have guided Means Wealth for more than 85 years still hold today - Integrity, honesty, and sound advice. 

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Independent Firm with Global Connections

Independent Firm with Global Connections

Means Wealth Management sets itself apart in many ways. First and foremost is that we are not beholden to shareholders or a large parent institution. As an independent firm, we have no conflicts of interest and are unwavering in our dedication to putting our clients' needs above our own. To do this, Means leverages resources from across the globe in assessing what strategies best meet our clients’ unique financial needs.

Means Wealth Management sets itself apart in many ways. First and foremost is that we are not beholden to shareholders or a large parent institution. As an independent firm, we have no conflicts of interest and are unwavering in our dedication to putting our clients' needs above our own. To do this, Means leverages resources from across the globe in assessing what strategies best meet our clients’ unique financial needs.

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Fully Transparent Fees and Expenses

Fully Transparent Fees and Expenses

There is a big difference between an honest advisor and a transparent one.  According to Merriam-Webster, honest is “free from fraud or deception.” An honest advisor will answer your questions truthfully when asked. On the other hand, a transparent advisor will inform you of exactly what fees and expenses you will be paying without being asked. The Means Team prides itself on being transparent.  

There is a big difference between an honest advisor and a transparent one.  According to Merriam-Webster, honest is “free from fraud or deception.” An honest advisor will answer your questions truthfully when asked. On the other hand, a transparent advisor will inform you of exactly what fees and expenses you will be paying without being asked. The Means Team prides itself on being transparent.  

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Community Involvement

Community Involvement

From the beginning, it has been an objective of Means Wealth to impact not only the individual clients but the community as a whole. Over the years, we have worked with many community non-profits, businesses, and individuals to help them achieve their financial goals. 

From the beginning, it has been an objective of Means Wealth to impact not only the individual clients but the community as a whole. Over the years, we have worked with many community non-profits, businesses, and individuals to help them achieve their financial goals. 

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Wealth Management

Whether you’re an individual, family, business, or institution, you need a sustainable path for your financial future. At Means Wealth Management, we take a holistic view of your finances and provide detailed solutions suited to your goals.

All the aspects of your financial life are deeply interconnected. That’s why all our services are, too. From investment strategies to retirement and estate planning, these elements work best when they work together. Our advisors consider all your interests to craft a comprehensive and cohesive plan.

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Retirement Planning

No matter your future financial needs, the path to that future needs to be sustainable. Small investments contributed periodically over a longer period of time can grow into a very healthy retirement. The power of compounding returns over the course of even just 20 years can be incredible. At Means Wealth Management, we take a holistic view of your finances and provide detailed solutions suited to your life, not just your goals.

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Institutional Asset Management

As fiduciaries, we strongly believe in highly efficient, well-diversified portfolios built on the foundation of fundamental analysis, qualitative research, and stringent asset allocation. Utilizing research by the most prestigious institutional wealth managers globally, our portfolio construction is based on forward-looking asset class returns.

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