Meira Wealth
Meira Wealth is a Coral Gables, Florida-based SEC-registered investment advisory firm that provides financial planning and investment management to high-net-worth individuals experiencing major life transitions, including retirement, divorce, widowhood, and inheritance.
- Company typePrivate
- Founded1999
- HeadquartersCoral Gables, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Meira Wealth does
Meira Wealth is an SEC-registered investment advisory firm (RIA) headquartered at 121 Alhambra Plaza, Suite 1000, Coral Gables, Florida. Operating under the legal name MEIRA and previously known as Lubitz Financial Group, the firm has served clients for at least 25 years and is led by President and founder Linda Lubitz Boone, CFP®, alongside Senior Client Advisor Clint McCalla, CFP®, and Client Advisor Rubina Hossain, CFP®.
The firm's offering centers on two core products — Financial Planning Services and Investment Management — supplemented by a suite of life-stage modules tailored to high-net-worth individuals experiencing major transitions: Empty Nester Services, Financially Disorganized Services, Retirement Planning Services, Widow/Widower Services, Inheritance Planning Services, and Divorce Services. The technology stack is non-proprietary: the firm relies on third-party custodian integrations (My Money Life/emaplan, Charles Schwab, Fidelity) for account access, with no in-house platform, mobile app, or API disclosed. Marketing is content-led, built around an Insights blog authored by the advisors, a LinkedIn presence, and historical media features in AdvisorEngine (Aug 2021), Acorns (Jul 2021), and USA Today (Sep 2020).
Revenue is generated through fee-based financial advisory and planning services, structured as recurring AUM or planning fees with pricing negotiated individually. The go-to-market is relationship-driven enterprise/field sales targeted at HNW households in South Florida, with initial conversion handled via a Calendly-booked intro call and ongoing advisory delivered through dedicated client advisors. No funding rounds, M&A activity, headcount figures, or disclosed revenue figures are present in the available material.
Meira Wealth firmographics
Firmographics- Name
- Meira Wealth
- Legal name
- MEIRA
- Website
- https://meirawealth.com
- Company type
- Private
- Founded year
- 1999
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Meira Wealth is a Coral Gables, Florida-based SEC-registered investment advisory firm that provides financial planning and investment management to high-net-worth individuals experiencing major life transitions, including retirement, divorce, widowhood, and inheritance.
- Ownership category
- akta.pro rank
Meira Wealth industry classification
Industry- Product category
- Wealth Management and Financial Advisory
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Planning–Led RIAs (FSAAACAB)
- akta.pro secondary industries
- Investment Management Advisory (RIA) (FSAEAAAB), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC), Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE)
Keywords
Where Meira Wealth is headquartered
LocationHeadquarters
- HQ city
- Coral Gables
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Meira Wealth business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Financial Advisory and Planning Fees: Revenue generated from providing comprehensive financial planning and investment management services to high-net-worth individuals. As a Registered Investment Advisor (RIA), the firm likely charges fees based on assets under management (AUM) or flat fees for financial planning services. The firm offers services including retirement planning, tax optimization, estate planning, and investment management.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
Meira Wealth product offering
Product offeringCore offering
Meira Wealth is a Registered Investment Advisor (RIA) firm providing comprehensive financial planning and investment management services to high-net-worth individuals, particularly those navigating major life transitions such as retirement, divorce, widowhood, inheritance, and empty-nesting. The firm delivers personalized advisory services including retirement planning, tax optimization, estate planning, Social Security timing, and investment management, supported by Financial Plans and Investment Policy Statements (IPS).
Product overview
Meira Wealth is a financial advisory firm offering a unified suite of wealth management services centered on financial planning and investment management. The core offerings include comprehensive Financial Planning Services and Investment Management, supported by specialized modules for specific life stages: Empty Nester Financial Services, Retirement Planning Services, Widow/Widower Financial Services, Inheritance Planning Services, and Financial Organization Services. The firm also provides digital resources including online tools to track all financial resources in one place and downloadable Tax Scenario Analysis Resources. All services are delivered through personalized advisor relationships with a focus on helping clients 'reimagine life fully' during significant financial transitions.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Services
- Investment Management
- Retirement Planning Services
- Widow/Widower Financial Services
- Inheritance Planning Services
- Divorce Financial Advisory Services Financial advisory services for individuals going through or recently completed divorce, including asset division guidance, financial reorganization, and single-person financial planning.
- Empty Nester Financial Services
Companies that use Meira Wealth
Customer profileSegments6 records
Ideal customer profiles2 records
Meira Wealth technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
Meira Wealth partnerships and signals
Strategic signalScale indicators2 records
Recent moves5 records
Expansion highlights4 records
Meira Wealth competitors and assessment
Company assessmentBroad incumbents
- Wealth Enhancement Group: RIA acquirer and wealth management platform targeting HNW clients with comprehensive planning. Comparable service offering; representative of the consolidators that increasingly acquire small RIAs like Meira.
- Edelman Financial Engines: Large RIA providing comprehensive financial planning and investment management to HNW households nationally. Comparable in fee-based, planning-led model but with vastly greater scale and corporate backing.
- Creative Planning: Large national RIA serving HNW and UHNW clients with comprehensive financial planning and investment management. Comparable as a CFP®-led, fee-based advisory firm, but at significantly greater scale and broader service scope than Meira's boutique model.
- Moneta Group: National RIA serving HNW families with fee-based financial planning, investment management, and tax services. Comparable planning-centric philosophy with a similar lifecycle-stage client focus, but operates as a multi-office partnership.
- Mariner Wealth Advisors: National RIA platform providing comprehensive wealth planning, investment management, and tax services to HNW clients. Comparable service model but operates as a roll-up acquirer of smaller advisory firms like Meira.
- Carson Group: RIA platform serving HNW clients through partner advisors with financial planning as a core offering. Comparable in philosophy and client focus but with a much larger partner-advisor network and centralized investment infrastructure.
Emerging players
- Facet Wealth: Digital-first RIA delivering fee-only financial planning to HNW clients virtually. Targets many of the same life-stage planning needs as Meira (retirement, divorce, inheritance) but via a tech-enabled, lower-fee model that competes for inbound HNW leads.
- Modern Wealth: Tech-enabled wealth management firm focused on HNW clients with integrated financial planning. Competes with traditional RIAs like Meira by combining CFP® advisors with modern digital planning tools targeting younger HNW segments.
- Farther: Tech-driven wealth management firm serving HNW clients with virtual CFP® advisors and proprietary planning technology. Competes for the same life-transition planning demand as Meira via a digital-first model with comparable credentialed advisors.
Regional players
- Kaufman Rossin Wealth Management: South Florida-based CPA and wealth advisory firm providing financial planning and investment management to HNW individuals and families in the same regional market as Meira. Comparable in scale, geography, and HNW client focus.
Market position
Strengths5 records
Weaknesses3 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
Meira Wealth social profiles
Digital presenceMeira Wealth financial estimates
Financial estimateRevenue estimate
Valuation estimate
Meira Wealth leadership team
Management profileNumber of profiles
Profiles3 records
Meira Wealth funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Meira Wealth M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Meira Wealth
What does Meira Wealth do?
Meira Wealth is a Registered Investment Advisor (RIA) firm providing comprehensive financial planning and investment management services to high-net-worth individuals, particularly those navigating major life transitions such as retirement, divorce, widowhood, inheritance, and empty-nesting. The firm delivers personalized advisory services including retirement planning, tax optimization, estate planning, Social Security timing, and investment management, supported by Financial Plans and Investment Policy Statements (IPS).
Is Meira Wealth a public or private company?
Meira Wealth is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Meira Wealth founded?
Meira Wealth was founded in 1999. It employs 1 to 10 people.
Where is Meira Wealth based?
Meira Wealth is headquartered in Coral Gables, United States, in the North America region.
How does Meira Wealth make money?
One revenue line is on record: financial Advisory and Planning Fees.
Who are Meira Wealth's main competitors?
Broad incumbents on record are Wealth Enhancement Group, Edelman Financial Engines, Creative Planning, Moneta Group, Mariner Wealth Advisors and Carson Group. Emerging players are Facet Wealth, Modern Wealth and Farther. Kaufman Rossin Wealth Management is listed as a regional player.
Does Meira Wealth have an API?
No public API is recorded for Meira Wealth.
What industry is Meira Wealth in?
Meira Wealth's product category is Wealth Management and Financial Advisory. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAEAAAB, Investment Management Advisory (RIA). Its NAICS code is 523940 and its SIC code is 6282.