---
title: Contact Members' Wealth | Financial Advisors in Media, PA
description: Contact our fee-only fiduciary team in Media, PA serving Greater Philadelphia to learn about our coordinated wealth planning and financial guidance.
---
[](https://www.memberswealthllc.com/)
# Members' Wealth
[Book a Meeting](https://go.oncehub.com/MeetingwiththeMembersWealthTeam) [Client Login](https://login.orionadvisor.com/login.html?g=60f050c4-32c6-43e3-892a-da37527f25d1&e=4&i=165)
- [Who We Are](https://www.memberswealthllc.com/our-story)
- [How We Help](https://www.memberswealthllc.com/how-we-help)
- [FAQs](https://www.memberswealthllc.com/faqs)
- [Who We Serve](https://www.memberswealthllc.com/who-we-serve)
- [Families](https://www.memberswealthllc.com/who-we-serve/families)
- [Trusts](https://www.memberswealthllc.com/who-we-serve/trusts)
- [Business Owners](https://www.memberswealthllc.com/who-we-serve/business-owners)
- [The R.I.T.E Path](https://www.memberswealthllc.com/insights)
- [Contact Us](https://www.memberswealthllc.com/contact-us)
- [Santa Barbara](https://www.memberswealthllc.com/financial-advisor-santa-barbara-ca)
[Subscribe](https://www.memberswealthllc.com/subscribe)[Client Login](https://login.orionadvisor.com/login.html?g=60f050c4-32c6-43e3-892a-da37527f25d1&e=4&i=165)[Book a Meeting](https://go.oncehub.com/MeetingwiththeMembersWealthTeam)
[Call Us](tel:+1-267-367-5453)
- [Who We Are](https://www.memberswealthllc.com/our-story)
- [How We Help](https://www.memberswealthllc.com/how-we-help)
- [FAQs](https://www.memberswealthllc.com/faqs)
- [Who We Serve](https://www.memberswealthllc.com/who-we-serve)
- [Families](https://www.memberswealthllc.com/who-we-serve/families)
- [Trusts](https://www.memberswealthllc.com/who-we-serve/trusts)
- [Business Owners](https://www.memberswealthllc.com/who-we-serve/business-owners)
- [The R.I.T.E Path](https://www.memberswealthllc.com/insights)
- [Contact Us](https://www.memberswealthllc.com/contact-us)
- [Santa Barbara](https://www.memberswealthllc.com/financial-advisor-santa-barbara-ca)
# Schedule a Meeting
Your Family's Next Chapter Deserves More Than Investment Management
Let's See If We're a Match
### You've worked hard to build significant wealth. Now you're looking for a trusted team to help you make the most of it.
#### Here's when our partnership makes the most sense:
You're financially successful but feel like your financial life is scattered across multiple accounts, advisors, and strategies.
You want confidence about retirement without wondering, "Do I really have enough?"
You value expertise, delegation, and a coordinated team approach that simplifies complex financial decisions.
Our R.I.T.E Process
## Three Steps designed to turn your financial complexity into a coordinated wealth strategy.
- 1\. Discovery Meeting
- 2\. The Recommendation Meeting
- 3\. Wealth Done R.I.T.E
1\. Discovery Meeting
We start by understanding what matters most.
This brief introductory conversation helps us determine whether we're the right fit. We'll discuss where you are today, what's weighing on your mind financially, and what you'd like your next chapter of life to look like.
2\. The Recommendation Meeting
This is where we connect the dots.
We'll explore every aspect of your financial life, including retirement goals, investments, taxes, estate planning, insurance, cash flow, family priorities, and legacy aspirations.
Through our proprietary RITE Framework, we identify opportunities, uncover blind spots, and create a complete picture of your financial world.
We present a coordinated strategy, not isolated recommendations.
You'll receive a clear, actionable roadmap that shows how your investments, tax planning, estate strategy, risk management, and family legacy can work together.
Every recommendation is built around one goal:
**Helping you live abundantly today while preserving the wealth you've worked so hard to create.**
3\. Wealth Done R.I.T.E
**A great recommendation is only valuable if it's implemented and maintained within the context of your complete financial life.**
That's where Wealth Done R.I.T.E.™ comes in. Through our focus on Risk Management, Investment Strategy, Tax Planning, and Estate Planning, we help ensure the decisions you make in one area support your goals in another. As your life evolves, this framework helps us continually evaluate opportunities, identify gaps, and keep your strategy aligned with what's most important to you.
## Book Your Discovery Meeting
## Still Have Questions?
We're Here To Answer Them
Who does Members' Wealth typically work with?
We work with successful professionals and families who have built meaningful wealth and want greater clarity around their finances. Many of our clients are navigating retirement, the sale of a business, changes in family dynamics, or increasing financial complexity and want [financial guidance](https://www.memberswealthllc.com/how-we-help) that considers the whole picture.
Is there a minimum asset level?
Many of our clients have approximately $1 million or more in investable assets. This allows us to provide the level of planning, coordination, and attention our process is designed for.
Does Members' Wealth work with business owners?
Yes. We regularly work with business owners who are balancing personal and business finances, planning for succession or exit, and thinking about how today’s decisions affect their family and legacy. Our role is to help bring structure and [clarity to their financial planning](https://www.memberswealthllc.com/how-we-help).
Do you work with people approaching retirement or already retired?
Yes. Many of our clients are preparing for retirement or already retired and want guidance around income planning, tax strategy, and long-term financial sustainability. We help clients think through how their resources support their lifestyle goals and evolving needs over time.
I already have a financial advisor. When does it make sense to explore something different?
Many people reach out to us not because something is “wrong,” but because something feels incomplete.
If your financial life has grown more complex, or you’re entering a new phase, it can be helpful to step back and evaluate if everything is aligned. Even when things appear fine on the surface, a fresh perspective can help uncover opportunities for [better coordination](https://www.memberswealthllc.com/how-we-help).
For some, that starts with a simple [introductory conversation](https://www.memberswealthllc.com/contact-us).
[Back to top](https://www.memberswealthllc.com/contact-us#top)
#### Phone
[+1 267 367-5453](tel:267-367-5453)
#### Address
1 S. Olive Street. Suite C1
Media, PA 19063
#### Email
[info@memberswealthllc.com](mailto:info@memberswealthllc.com)
#### Community
#### Subscribe to The R.I.T.E Path
Company
- [Who We Are](https://www.memberswealthllc.com/our-story)
- [Areas We Serve](https://www.memberswealthllc.com/areas-we-serve)
- [The R.I.T.E Path](https://www.memberswealthllc.com/insights)
- [Contact Us](https://www.memberswealthllc.com/contact-us)
Services
- [How We Help](https://www.memberswealthllc.com/how-we-help)
- [Who We Serve](https://www.memberswealthllc.com/who-we-serve)
- [FAQs](https://www.memberswealthllc.com/faqs)
Resources
- [Join Us](https://www.memberswealthllc.com/join-us)
- [Members' Entrance](https://login.orionadvisor.com/login.html?g=60f050c4-32c6-43e3-892a-da37527f25d1&e=4&i=165)
- [Careers](https://www.memberswealthllc.com/careers)
Important Information
- [Form CRS Members' Wealth](https://reports.adviserinfo.sec.gov/crs/crs_323778.pdf)
- [Privacy Policy](https://www.memberswealthllc.com/hubfs/Privacy%20Notice-2.pdf)
- [Terms of Use](https://www.memberswealthllc.com/terms-of-use)
- [Disclosures](https://www.memberswealthllc.com/disclosures)
[+1 267 367-5453](tel:267-367-5453)
Copyright © 2026 Members' Wealth LLC
Members’ Wealth LLC provides investment advisory, wealth management, and other services to individuals, families, and institutional clients. Members' Wealth does not provide legal, accounting or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences.
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