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- Custodian
- Charles Schwab & Company · Community National Bank
- Clients
- Retail and Institutional
- Platforms
- Unison horizonVital
- Established Date
- 03-16-2007
- Office Locations
- 1
Office Locations
About ME Financial, Pllc
ME Financial is an investment advisory firm providing holistic financial planning and portfolio guidance for clients seeking more than traditional stock-only allocations. Led by a CFP® and licensed Realtor®, it emphasizes diversification into alternative assets and real estate opportunities (e.g., multifamily, self-storage, hotels) to support passive income and retirement goals, with a focus on tax-aware strategies. Schwab is a listed custodian, and the firm educates investors via The Unconventional Investor® podcast.
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Owner & Executives
MICHELLE EVARD MOSES
Managing Member
- CRD
- #4836249
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,874,726 | -- |
| Non-Discretionary | $6,314,748 | -- |
| Total | $17,189,474 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,189,474
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $620,391,093 | 33.3% |
| Cash | $1,242,645,222 | 66.7% |
| Total | $1,863,036,315 | 100.0% |