We plan and fortify a life by design.

There is no greater wealth in this world than peace of mind. We help our clients simplify their financial lives to bring them closer to achieving that peace for today and tomorrow through lasting, meaningful relationships based on trust and integrity.

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CORE VALUES

Courage

Willingness to have tough conversations.

Mutual Respect

Listening, appreciating differences, treating others fairly, caring.

Excellence

Pursuit to create alignment, consistency of performance, growth, high standards.

Accountability

Getting it done, being responsible, doing what one says they will, counted on, taking ownership.

Our Core Values

Honesty/Trustworthiness

Full disclosure and transparency when dealing with clients
We hold ourselves accountable for our work
When we make a mistake, we correct it immediately
We always act in the best interests of our clients
We are honest with each other in an effort to improve our performance
We care about each other both at work and in our lives outside of work
Demonstrate professionalism with our clients, team members, and Home Office

Caring

Listen to and respect our clients' needs, wants, and goals
Conduct a thorough review of all aspects and gaps in clients' financial plans
Offer both offensive and defensive tools and strategies to help our clients reach their goals
Leverage all available resources to provide the best options and recommendations to our clients
Utilize network of professionals for their knowledge and expertise to better serve our clients
Prompt and responsive client service
Extensive credentialization for awareness of several options and alternatives
Acting as role models to team to obtain credentials

Loyalty

Our commitment to our team members and clients: "We always have your back."
Putting needs, wants, and desires of our team members and clients ahead of our own
Willing to be open-minded and to consider outside products if in the best interests of the client
Willing to work with our clients' associated professionals to create the best outcome for our clients' needs
Willing to work with multiple generations to provide legacy planning

We're top ranked by Forbes

Jim Meanix has been recognized as a Best-In-State wealth advisor and Top Financial Security Professional by Forbes. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This wouldn’t have been possible without you.

Forbes Best-In-State Top Financial Security Professionals 2023

Forbes Best-In-State Wealth Advisors 2023

Forbes Best-In-State Wealth Advisors 2022

Forbes Best-In-State Top Financial Security Professionals 2022

Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.

Forbes Best-In-State Top Financial Security Professionals list (July 2023), research and ranking provided by SHOOK Research, LLC. Based upon data as of 12/31/2022.

Forbes “Best-In-State Wealth Advisors" list (April 2023), research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2022.

Forbes Top Financial Security Professionals list (July 2022). Research and ranking provided by SHOOK Research, LLC. Based upon data as of 12/31/2021.

Forbes “Best-In-State Wealth Advisors" list (April 2022), research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2021.

King of Prussia Office

1000 Continental Drive, Suite 695
King of Prussia, PA 19406

State College Office

2571 Park Center Blvd Ste
State College, PA 16801

Office (814) 861-6410