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  • Your financial priorities

    Learn more about key financial and investment insights to help you achieve your goals.

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  • Anytime online access

    Access your accounts, track your progress, and connect with us using digital tools from Ameriprise.

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  • Workplace Education

    Empower your employees with financial education benefits.
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Our commitment to clients

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review and analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals and share information with us safely and securely.

Ready to learn more about how we can help you? Getting started is as easy as scheduling a complimentary initial consultation.

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Events

Market and Economic Update

How are recent market events impacting your finances? During this session, we’ll discuss factors that may contribute to market volatility and offer strategies to help you weather market uncertainty.

Preparing for taxes in retirement

During this presentation we’ll discuss three important areas of tax planning for retirement. We’ll look at possible sources of income, explain the tax control triangle, and dive into some tax strategies you can implement to help increase the likelihood you’re in a better position from a tax perspective as you enter retirement.

Paying for College: Financial Steps to Consider

The cost of post-secondary education has been steadily increasing and determining how to pay for college is a challenge that many students and families face today. Join us to learn about valuable resources and information around college savings strategies, financial aid and smart borrowing options, and how to reduce debt and pay off student loans. No matter what stage your child or grandchild is currently in, you'll hear relevant and insightful strategies that can be applied to your situation.
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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.