Why Use Us

As an SEC Registered Investment Advisory Firm Mestmaker & Petrey Wealth Advisors is a fee only, independent, and unbiased local firm. The following highlights numerous reasons why we would appeal to investors seeking financial advice:

  • Our clients always come first.
  • As a locally owned firm we understand local needs and provide appropriate investment solutions.
  • As a fee only firm we are not incentivized nor compensated for placing client’s assets in certain investment products.
  • Client and advisor education is the focal point of our business.
  • Communication is the key to promoting a stronger client advisor relationship.