A personalized approach
to comprehensive financial planning

You’ve worked hard to get to where you are, and now it’s time to put your accumulated wealth to work for you. You’re looking for an experienced wealth manager who will listen to you and help you create a plan that is tailored to your individual goals, yet flexible enough to grow and change as you do. The professionals at Mekosh Financial Services have one primary focus: our clients. Our goal is to simplify your life by bringing clarity to your financial strategy. Backed by the resources of Raymond James, we strive to create lasting relationships by providing a high level of personal service along with the depth of planning advice that comes from working with a CERTIFIED FINANCIAL PLANNER™ professional. That’s what sets us apart from other firms.