Means Wealth was founded in 1935 by David G. Means, who built our company on an unshakeable foundation of principled patience, honest integrity, and warm, personal service. His philosophy continues to shape our actions today, even as we apply them to modern financial solutions.

While we are dedicated to the work we do as financial advisors – and to the importance of producing meaningful, measurable results – we will continue to listen, to learn, and to act as partners to our clients as they pursue their financial future. Make no mistake: we will never take your trust for granted. And in our unrelenting effort to earn it, we will honor it – in everything we do.