Team profile

What you can expect when you work with us

At Meconi Financial Management & Advisory, you are supported by a team of professionals, dedicated to the highest levels of client service. We strive for excellence by providing:

  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Areas of focus

  • Wealth Preservation Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Divorce Financial Planning
  • Domestic Partner Planning
  • Intergenerational Planning
  • Executive Compensation and Benefit Strategies

Awards & recognition

  • Meconi Financial Management & Advisory, Ameriprise Client Experience Award, 2020-2023

Community participation

All of us at Meconi Financial believe in the importance of supporting community organizations. We also work to partner with our clients to achieve their gifting goals. We are proud supporters of the Educational Farm at Joppa Hill; the Portsmouth Historical Society; Strawbery Banke Museum; Strong Foundations Charter School; Bishop Guertin High School; Boston Ballet; and the Portland Ballet. It is a pleasure to partner with these organizations to positively impact the lives of others.