You and your family come first at Meadowbrook Advisors. That’s our core value as a firm and our commitment as your fiduciary. Our concern for you is at the heart of our role as stewards of your wealth and navigators on your journey to fulfillment.

For over 30 years, founders Ian Auerbach and Gregg Auerbach, CPM®, have helped families navigate the ebbs and flows of the market. That experience has equipped us to help you make well-informed decisions and stay on course. Our focus is always on delivering strategic solutions that align with your needs, wants, and wishes—not only now, but for generations to come.

Any wealth advisor can build a portfolio. What makes us different is the exceptional level of care we seek to bring to every relationship and the depth of tailored research we conduct on your behalf. By exploring opportunities and risks you may not have considered, we also help to expand what’s possible for your future.

When you're a client with Meadowbrook Advisors, we serve you with highly personalized portfolio management, strong rapport that helps drive results, seasoned expertise, skilled multi-generational guidance, and honest communication.

This is more than portfolio management—it's a partnership.


Disclosure: Meadowbrook Advisors Group, LLC d/b/a Meadowbrook Advisors is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Meadowbrook Advisors and its representatives are properly licensed or exempt from licensure. 

Meadowbrook Advisors

Org chart

Teams

Offices

Meadowbrook Advisors

Org chart

Teams

Offices

Related companies