Berkeley Investment Advisors

Our Mission

Berkeley Investment Advisors empowers clients to achieve their retirement goals by offering personalized financial guidance and investment management tailored to their individual needs and risk tolerances.

Independent Advice, Your Interests First

As a Fee-Only advisor, we prioritize your interests over any financial incentives. We receive compensation directly linked to the value of your assets under management, ensuring alignment of interests with your success. Unlike traditional brokers, our incentives are directly tied to the growth of your portfolio.

Understanding Your Financial Journey

We believe in a holistic approach to wealth management, taking the time to understand your unique financial goals, risk tolerance, and emotional relationship with investing. This personalized understanding allows us to tailor an investment strategy unique to your needs.

Our Expertise

Led by Ray Meadows, a seasoned investment professional with extensive experience in quantitative analysis, risk management, and value investing, our team provides sophisticated financial guidance. Ray's diverse background in auditing, tax, economics, and market analysis empowers him to effectively assess and manage risk, maximizing potential returns for your investments.

Our Investment Philosophy

We are value investors, focusing on identifying undervalued companies with long-term growth potential. Utilizing Ray's keen market analysis and risk-management expertise, we meticulously select investments with the goal of exceeding market returns over the long term.

Transparency and Accountability

We prioritize open communication and accountability in every aspect of our engagement. We provide regular reports and performance updates to keep you informed and empowered. As a fiduciary, we hold ourselves to the highest ethical standards, legally required to prioritize your interests in all investment decisions.

Our Commitment

At Berkeley Investment Advisors, we are dedicated to building lasting relationships with our clients. We are committed to providing exceptional customer service, personalized guidance, and proactive communication throughout your financial journey.