Our Services
Our team approach allows us to be more proactive rather than reactive in this ever-changing investment landscape. MP Wealth Advisors’ diverse client base includes individuals, corporations, foundations, and charities.
Corporate Investing
Mestmaker & Petrey Wealth Advisors offers corporate investing services including corporate retirement plans and cash management to businesses in and around Kern County, California. Our “hands-on” approach is the main reason why we have such a high retention rate.
Corporate Retirement Plans
Cash Management
Personal Investing
For individuals and families with investable assets, MP Wealth Advisors offers financial planning, wealth management, college planning, portfolio management, and alternative investments; all specifically tailored to meet your complex financial challenges.
Financial Planning
Wealth Management
College Planning
Portfolio Management
Alternative Investments
About MP Wealth Advisors
At Mestmaker & Petrey Wealth Advisors Our Mission is to assist our clients in pursuing and achieving financial independence through unbiased and objective financial advice. As a client-centered firm, we provide a superior service focusing on client education, while promoting a stronger client-advisor relationship.
