Introduction
Divam N. Mehta, CFP®, ChFC®, MBA
Jai Shri Krishna! Being a first generation Indian-American who immigrated to the U.S. at a young age, my family and I have experienced firsthand the challenges and hardships our community faces in regards to building a foundational financial plan.
Having spent the early stages of my career with large institutions as a Research Analyst and serving as a Portfolio Manager for a wealth management and investment advisory firm, I launched Mehta Financial Group, LLC in 2010 in order to guide individuals and families along their financial journey by designing dynamic, actionable, and organic financial plans.
Since founding Mehta Financial Group, LLC, I have been recognized nationally as Financial Advisor of the Year (Southeast)¹, Top 40 Under 40 Financial Advisor², and have been the recipient of the Rising Star Award by InvestmentNews³ . Furthermore, I have been named a 40 Under 40 Wealth Manager by Fortune Magazine⁴ and a Top Financial Security Professional by Forbes Magazine⁵. In addition, I have been featured on the cover of Proactive Advisor Magazine, featured and quoted by several local and national publications, and was the recipient of the Financial Planning Association’s Diversity Scholar Award⁶ for serving diverse communities.
I have also been honored with the Young Alumni Achievement Award from Florida State University⁷ and been named a Five Star Wealth Manager by Richmond Magazine⁸. Moreover, I am also a guest speaker and panelist at industry events.
I graduated from Florida State University with a dual Bachelor of Science Degree in Economics and Classics and continued my academic pursuits by earning an MBA in Finance and Investment Analysis from the University of Tampa. In addition, I also hold a Certificate in Investment Banking and International Macroeconomic Investing (CIBIMI)™ from the Swiss Finance Academy's Wall Street Finance Institute.
Furthermore, I am a CERTIFIED FINANCIAL PLANNER™ Practitioner and Chartered Financial Consultant® – exemplifying my commitment to the highest standards of integrity and professionalism in the industry.
On a personal note, when I am not in the office, you can find me reading ancient history and theology, training in the gym, and spending time with my family.
If you are ready to begin your financial journey or desire a second opinion, I am eager to guide you through the process. Together, we will construct a disciplined approach to address your unique goals and concerns.
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Mehta Financial Group, LLC
Overview
Mehta Financial Group, LLC is an independent firm based in Richmond, Virginia, committed to delivering objective advice and strategic guidance for comprehensive financial planning and wealth management. We take pride in offering personalized, client-focused service with a dedication to helping you achieve your financial goals.
Our firm specializes in serving small business owners, physicians, IT professionals, attorneys, and families with multi-generational financial planning needs. We understand the unique financial challenges faced by each of these groups and tailor our solutions accordingly.
We provide a wide range of financial services designed to address your specific needs, including:
- Wealth Management: Strategic investment solutions to build and preserve your wealth.
- College Education Planning: Preparing for the rising costs of education with tax-efficient savings strategies.
- Estate Planning: Structuring your estate to protect assets and ensure a smooth transfer to the next generation.
- Risk Management: Identifying and mitigating financial risks to safeguard your future.
- Cash Flow Analysis: Optimizing income and expenses to maximize your financial potential.
- Retirement Planning: Creating strategies to achieve financial independence and maintain your desired lifestyle.
- Insurance Solutions: Evaluating and implementing insurance strategies to protect your family and assets.
For more detailed information about our offerings, please visit the "Services" section of our website. At Mehta Financial Group, LLC, we are dedicated to helping you build a secure and prosperous financial future.
Invest Some Time In Your Financial Future
Every investor has unique motivations for investing, driven by their current life stage and specific financial goals.
- Are you preparing for retirement?
- Planning for a child's education?
- Saving for a home or starting a business?
- Building long-term wealth?
- Assessing life insurance needs to protect your family?
- Looking to start an investment portfolio?
With the uncertainties of life and a vast array of investment options, determining the best course of action to achieve your financial goals can be challenging.
At Mehta Financial Group, LLC, we provide holistic financial planning and investment guidance through our team of knowledgeable and experienced professionals. We work closely with you to develop and implement a customized investment strategy tailored to your unique financial situation, goals, and time horizon. You can trust us to help you navigate your financial journey with confidence.
Learn More About Us
We invite you to explore our website to learn more about our mission, philosophy, team, and the wide range of services we offer. If you have any questions or would like more information, feel free to reach out and schedule an appointment with one of our experienced professionals.
Check the background of this investment professional on FINRA’s BrokerCheck.
