M & E Partners is an independent, boutique wealth management firm registered as an Investment Adviser with the U.S. Securities and Exchange Commission (SEC). The firm was founded to provide objective, client-centric financial advice, operating under a fiduciary standard which legally requires them to act in their clients' best interests. Their services encompass personalized financial planning, retirement planning, and investment management, primarily catering to high-net-worth individuals and families.

Founded in

United States