Me Financial, PLLC

Me Financial, LLC is a single‑advisor registered investment adviser serving individuals (including high‑net‑worth clients) and corporations or other business entities, with roughly $17.2 million in regulatory assets under management across 38 client relationships. The firm provides financial planning, portfolio management, and the recommendation and monitoring of third‑party advisers, offering both discretionary and non‑discretionary account arrangements.

The firm’s investment process centers on individualized asset allocation and fundamental analysis and implements portfolios primarily with exchange‑traded funds, stocks, money market funds and, at times, Reg D private placements. Me Financial manages accounts directly, may use model portfolios or turnkey programs such as AIM, permits client‑imposed investment restrictions, and conducts periodic (typically quarterly) reviews and reporting.

Noteworthy features relative to many independent solo advisers include that the owner holds insurance and real‑estate licenses and may receive separate commissions for insurance or real‑estate transactions, the firm accepts corporate/business clients in addition to individuals, and it uses CNB Custody for Reg D custody alongside Schwab for brokerage custody. The firm also maintains a substantial non‑discretionary asset base (about $6.3 million) compared with typical independents and may generate quarterly performance summaries through third‑party service arrangements.