We are working to enhance your wealth with every solution and strategy

The financial plan we design for you is just the start. The enhancement to your wealth comes after we implement the solutions and strategies outlined in your customized comprehensive Plan. By receiving both tax and investment advice, you’re receiving an advantage most industry leaders cannot offer their clients. We can.

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Our Philosophy

We believe financial advice should serve your best interests first, not ours. That’s why we are fully independent, fee-only, and free of commissions and insurance sales. We’ve chosen to act in a fiduciary capacity at all times, not just when it suits us best. Therefore we are our client’s biggest cheerleaders knowing that in the long run, their success is our success as well. It’s a win-win.

Founder’s Story

Meta Wealth Advisory was founded by Andrew Thompson, a wealth advisor with decades of experience in tax, financial and investment planning. Andrew witnessed too many firms offering fragmented advice-without considering critical components such as taxes. The industry’s conventional wisdom and approach is just not providing the investment experience clients deserve. He started MWA to offer clients the very best experience the industry has to offer and a home for advisors who are in search of a Firm they can be proud to be a part of.

Our Future

We are building Meta Wealth to last. Our Founder started this Firm to focus on ensuring each client receives the advice necessary to get them to sustainable financial independence. 

Our platform welcomes advisors and team members who share our simple philosophy and approach: always keep the client’s best interests at the forefront of every solution and in the long run we will be successful together. 

Our vision is to become the industry standard. We want to see other firms in the industry feel compelled to raise the bar to our level.

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