Jamie Mealey

Moneta Partner Jamie Mealey seeks to empower his clients to go confidently in the direction of their dreams and live the life they’ve imagined.

He enjoys working with senior executives, small business owners and other high net worth individuals (as well as those saving aggressively to get there), welcoming the challenge of sorting through the financial complexities such individuals encounter. Along with his team, Jamie helps clients spend less time managing their intricate financial affairs and more time pursuing their passions.

Jamie believes the patience and discipline he practices in pursuing his passion for endurance sports (marathon/ultramarathon/ironman triathlon) is directly analogous to the patience and discipline required to successfully implement a well-designed financial plan.