Our Services

We are committed to providing exceptional service as well as advice that is tailored to your specific needs. We believe that every client deserves personalized attention, so we take the time to learn about you before providing any recommendations or solutions.

Herb Meiner
CEO of Meiner Family Office


We believe in building long-term relationships with our clients and helping them achieve their goals by offering them the highest quality service possible.



We believe in long-term investing with low fees, which allows us to deliver better returns for our clients than other investment firms do. We’ve been doing this for decades, so we know what we’re doing!



We specialize in managing investments for families of all sizes. We do this through a unique combination of financial planning and business management.


We believe a legacy isn't left, but lived.

We're inspired that you're here.