Our Mission, Vision, & Values
Your finances are far more than numbers, assets, and algorithms. When you work with Means Wealth Management, we’re helping you enjoy your lifestyle, plan for your golden years, provide for your family, support your business, and lift your community.
Our mission is to go above and beyond your expectations by providing personalized strategies, patient guidance, and genuine care. We’ve built lifelong relationships with our clients—friendships founded on trust, respect, and integrity.
Since 1935, Means Wealth Management has earned its reputation with honesty, professionalism, and a deep dedication to personal service.
We’re proud of always doing right by our clients. As a Registered Investment Advisor (RIA), we hold ourselves to a strict fiduciary standard—that means we’re legally bound to always act in your best interest. Our advisors also abide by the Investment Management Consultants Association’s Code of Professional Responsibility.
When you speak to your Means Wealth advisor, you know that you’ll always hear our honest, professional opinion—even if it means we lose your business. We won’t fix something that’s not broken: if you don’t need our help, we’ll be the first to let you know.
Open and receptive, we’re eager to listen to our clients and elevate our services accordingly. Our Client Advisory Board is set up to do just that—collecting critical feedback to bolster our strengths and improve on our weaknesses.
At Means Wealth Management, we give every client the time, respect, and personal attention they deserve.
Contact us or complete the form on the right to speak with our friendly staff and schedule an initial consultation.