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

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

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

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

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.     

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 in the world, 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 in the world, our portfolio construction is based on forward-looking asset class returns.

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 80 years still hold true 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 80 years still hold true today: Integrity, honesty and sound advice. 

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 putting the needs of our clients above our own.  To do this, Means Wealth 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 putting the needs of our clients above our own.  To do this, Means Wealth leverages resources from across the globe in assessing what strategies best meet our clients’ unique financial needs.

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.  A transparent advisor on the other hand, 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.  A transparent advisor on the other hand, will inform you of exactly what fees and expenses you will be paying - without being asked.  The Means Team prides itself on being transparent.  

From the very 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 wonderful community non-profits, businesses and individuals to help them achieve their financial goals. 
More About Community Involvement

From the very 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 wonderful community non-profits, businesses and individuals to help them achieve their financial goals. 
More About Community Involvement