3458 Ocean View Boulevard,
Our reputation stems from our ability to focus exclusively on the interests of our clients. We’re a family-owned boutique financial planning firm specializing in serving successful multi-generational families. MWA brings a level of care and investment to your financial planning that you would be hard-pressed to find at other firms.
We believe in open communication and are available 24/7 to our clients, offering personalized, accessible services with the institutional resources of the Lincoln Financial Network. When you enter our office, you’re greeted as a friend. We’re invested in more than your financial plan; we’re invested in you.
Our team of experienced professionals works with you to understand and explore the planning process and guide clients as they navigate their financial path. We are very intentional with the individuals and families we serve and bring great personal attention to every interaction we have, often building relationships and connections that span generations.