Why Use Us

Personal Investing

Corporate Investing

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.