Leading Financial Advisory in San Francisco
Mejia Advisory & Solutions Group, a premier San Francisco-based finance and insurance firm, specializes in comprehensive financial planning, wealth management, and income strategy services. We empower individuals, families, and business owners across Colorado and California with clarity and confidence. Dedicated to professional excellence, we offer a personalized client experience. Explore how our disciplined, strategic approach aligns with your financial goals. Contact us via email or call (970) 658-7095 today.
Ethical Strategic Wealth Planning Approach
Discover how Mejia Advisory & Solutions Group distinguishes itself with a strategy-first, education-driven approach. Our commitment to clarity, transparency, and ethical standards ensures clients receive bespoke solutions aligned with their unique visions. We integrate growth, protection, and income strategies for a cohesive financial framework. Our dedication to professional excellence is reflected in the consistent results and nurturing long-term relationships. Elevate your financial journey with us.
A Legacy of Trust and Empowerment
Since its inception, Mejia Advisory & Solutions Group has been driven by a commitment to long-term financial stability. Built on a foundation of experience, our practice fosters clarity and structured pathways for diverse communities, including Filipino, Hispanic, and immigrant groups. Through trust and education, we ensure every client's financial direction is both impactful and empowering. Your journey with us honors legacy and promotes lasting generational success.
Miguel Mejia | Financial Strategist
Miguel Mejia, the visionary behind Mejia Advisory & Solutions Group, leverages his extensive experience in finance. A passionate advocate for culturally inclusive services, Miguel is dedicated to empowering the Filipino, Hispanic, and immigrant communities through strategic wealth building. His commitment to education and relationship-based advisory work fosters trust, clarity, and long-term financial success for families and businesses across Colorado and California.
Education-First Philosophy
Advice delivered through education-focused conversations that promote understanding, confidence, and informed decision-making rather than assumptions.
Strategy Over Transactions
Strategic guidance built around long-term objectives and values, not product sales, transactions, or short-term incentives or commissions for client relationships.
Direct Advisor Relationships
Clients engage directly with an experienced advisor who prioritizes transparency, accountability, and trust throughout the planning relationship over time.
Commitment to Excellence
Professional standards rooted in ethics, discipline, and excellence, reflecting MDRT-level commitment to long-term client success and trusted advisory leadership.