Neil Mehra Loan Advisor

Area Served

About Neil Mehra Loan Advisor

An experienced professional, Neil has delivered comprehensive wealth advisory services to a diverse array of clients for over thirty years. These select clients include high-net-worth individuals and families, corporate executives, educators, retirees, business owners, and foundations. He has built strong and meaningful relationships with his clientele, many of whom have been in his care for over three decades. Neil is always focused on the risk relative to the client's objectives. As an Accredited Investment Fiduciary (AIF), he draws upon knowledge gained over the years to put client interests above all. In addition to wealth management and retirement planning, Neil's skill sets include Defined Contribution Plans (401k); 529 plans; Strategic Portfolio Management; Asset Allocation; and Environmental, Social, and Governance (ESG) conscious investing. Neil leverages the resources of the specialists dedicated to our team and keeps a discerning eye on the published work of J.P. Morgan's distinguished research analysts. In Neil's view, thoughtful analyses and care can lead to successful problem-solving outcomes.