Independent Proactive Caring
For over 30 years, the partners of Meehan Wealth Advisors have been known as money doctors to their clients; providing financial checkups that deliver sound, independent, fiscally responsible financial advice delivered in a straight forward candid style.
The partners bring Big 8 CPA Firm experience to successful families and businesses. They work intimately with each client to develop a deep understanding of their needs and to design the perfect strategy to meet their unique goals.
They are Certified Public Accountants, Registered Investment Advisors and Personal Financial Specialists (PFS). That means that they are among 1% of all CPAs that have earned the PFS credential with considerable expertise and professional experience in a range of disciplines within financial planning including estate, income tax, retirement, risk management, charitable giving and investment planning.
The Meehans have also earned the further distinction of being invited by the AICPA to join a National Panel of approximately 25 Money Doctors.
Sue T. Meehan, CPA/PFS
Sue’s commitment is to meet successful families needs through an integrated, practical, holistic approach to help bridge the gap between tax and investment advice. Her goals are to improve after tax investment returns and to help her clients keep the wealth in their family. Knowing her clients personally, families benefit from Sue’s sophisticated analysis and planning for their income, trust and estate tax exposure. Sue has a successful track record of identifying creative solutions and value-added opportunities for the most tax effective accumulation of family wealth.
As a Senior Manager for Arthur Andersen & Co., Sue managed tax compliance, research and planning for families, while serving on the firm’s national and local tax planning teams.
Richard P. Meehan, Jr., CPA/PFS
Rich brings CFO experience to help families manage their financial affairs and maximize the value of their business investments. Families and businesses benefit from Rich’s ability to analyze the financial impact of strategic decisions and to bring financial clarity and peace of mind to financial affairs. His financial advice makes sure that tax, accounting and financial planning are critical components of every financial decision.
As a Senior Manager for Touche Ross & Co., Rich managed accounting, forensic and due diligence engagements for the firm’s growth oriented families and entrepreneurs. Rich has earned further distinction by earning the Certified Fraud Examiner credential to advise families and entrepreneurs on mitigating risk and fraud in business investments.
We are dual-certified as CPA Personal Financial Specialists (CPA/PFS) and Registered Investment Advisors (RIA)
Personal Financial Specialist
We have earned the AICPA’s PFS (Personal Financial Specialist) credential. There are about 660,000 CPAs in the US and ~ 1% of CPAs have also earned the PFS credential. This credential is earned through considerable professional experience in the areas of financial, estate, income tax, retirement, risk management, charitable planning and retirement planning.
Registered Investment Advisor
Meehan Wealth Advisors is a registered investment advisor and FINRA member.