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Get to know us!

We are a comprehensive financial planning practice, led by Art Meconi who is registered to service clients in 29 states. We have a team of experienced professionals dedicated to the highest levels of client service, and offices in Bedford and Portsmouth, NH. Our hope is to empower our clients to achieve their financial goals through personalized financial planning, tailoring to each client’s unique needs and fostering collaborative relationships built on trust.

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Events

Financial foundation: A guide to managing your money

Having a strong financial foundation can help you feel more confident about your financial well-being now and in the future. Regardless of where you are currently in your financial journey, this session will provide valuable information about how to define and achieve your short and long-term financial goals. We’ll share methods for creating a budget, discuss how to manage debt, and talk about saving and investing for your future.

Your Retirement Roadmap: Building wealth and saving for the future

Reaching your retirement goals starts with developing a roadmap to help you put the plans and strategies in place to continue to build wealth and save for the future. During this session we’ll discuss important retirement planning factors, highlight smart investing tips and strategies, and examine some retirement income sources and how to make that money last.

Navigating your Social Security benefits

Will Social Security provide the retirement income you need for life? This complimentary session will explain whether Social Security can provide the income you need when you retire; how to make the most of your Social Security benefits; and discuss sources of retirement income beyond Social Security.
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Our Mission

At Meconi Financial Management & Advisory, our hope is to help our clients achieve their financial goals through personalized financial planning, tailoring to each client’s unique needs and fostering collaborative relationships built on trust and transparency.