He who is prepared for the future and he who deals cleverly with any situation that may arise are both happy; but the fatalistic man who wholly depends on luck is ruined.―Chanakya, Royal Advisor to Emperor Chandragupta Maurya
The path to financial stability, flexibility, and freedom starts with a plan.
Let our team of professionals assist you in creating yours.
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 a Top 40 Under 40 Financial Advisor and have been the recipient of the Rising Star Award by InvestmentNews. Furthermore, I have been named a 40 Under 40 Wealth Manager by Fortune Magazine and a Top Financial Security Professional by Forbes Magazine. 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 Award for serving diverse communities.
I have also been honored with the Young Alumni Achievement Award from Florida State University and been named a Five Star Wealth Manager by Richmond Magazine. 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.
*Recognitions listed are not representative of investment performance or returns
Mehta Financial Group, LLC is an independent firm based in Richmond, Virginia that prides itself on exceptional service and dedication. We are committed to providing objective advice and prudent strategies for comprehensive financial planning and wealth management. In particular, we specialize in catering to small business owners, physicians, IT professionals, attorneys, and families with multigenerational financial planning needs.
Our services are always tailored to your unique requirements. Specifically, we provide wealth management, college education planning, estate planning, risk management, cash flow analysis, retirement planning, insurance solutions, and other consulting services. Please see our "Services" section on this website for more details.
Every investor has different reasons to invest, depending on their life stage and personal financial goals.
• Are you planning for retirement?
• Funding a child’s education?
• Saving for a home or business?
• Accumulating wealth?
• Evaluating life insurance needs to protect your family?
• Or simply wish to start building a portfolio?
With life’s uncertainties and so many investment options to consider, what is that best course of action to help meet your financial goals?
To guide you with such decisions, we offer holistic financial planning and investment advice through our team of knowledgeable and experienced professionals. You can rely on us to help you develop and implement an integrated and customized investment strategy tailored to your personal financial situation and time horizon.
Please take a moment and browse through our website to learn more about our mission, our philosophy, our team members, and our broad array of services. For further information, please do not hesitate to contact us to schedule an appointment with our knowledgeable professionals.
Check the background of this investment professional on FINRA’s BrokerCheck.
VA, MD, NJ, AR, TX, CA, NC, SC, MA, MI, KY, PA, IL, NY, TN, IN, WA, GA, FL, AZ.
Investment Advisor Representative. Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Cambridge and Mehta Financial Group, LLC are not affiliated.
Important Consumer Information:
A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up, individualized responses to a persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements. For information concerning the licensing status or disciplinary history of a broker-dealer, investment adviser, BD agent, or IA representative, a consumer should contact his or her state securities law administrator.
Copyright © 2023 Mehta Financial Group, LLC - All Rights Reserved.