The Pillars of our Creed Create a Foundational Client Experience

Our Values

Our Mission

Mehta Financial Group, LLC was founded  with the goal of assisting our clients, whether they are individuals, families, businesses, estates, or large institutions, in every aspect of their financial journey. Many times that journey towards financial  stability, freedom, and flexibility can be difficult and time-consuming.   


With that in mind, our aim is to assist our clients to improve their long-term financial success. We believe everyone deserves an opportunity to be a sound investor. Often times, however, they lack the time or the proper skill set to create a disciplined plan to achieve their financial goals. To this extent, our customized strategies enhance and conserve our clients' wealth by delivering an enhanced level of research, knowledge, and personalized services.

Our Philosophy

Our fundamental core principle at Mehta Financial Group, LLC is to focus primarily on the best interests of our  clients. To achieve the best results possible for each individual  financial objective, we employ a multitude of strategies.  


In particular, we believe that proper research and due diligence is paramount to any prudent investment decision. Specifically, our team of insightful professionals construct financial solutions based on client  goals and needs. In addition, all of our investment recommendations are  long-term oriented and are based on many on-going quantitative and qualitative analysis that are time tested and monitored. Furthermore, we offer broad diversification for our client portfolios by analyzing  asset classes, capital markets, countries, regions, sectors, styles, and  holding periods.

Our Commitment

At Mehta Financial Group, LLC we treat our clients with courtesy and integrity. Specifically, we assure realistic and reliable financial advice and strategies that achieve results. Our years of familiarity and notable expertise ensure that your financial future stays on target.


Furthermore, our consistent track record of uncompromising ethics instills confidence and trust. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Investment Professionals, we will do everything in our power to keep you focused on where you want  to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.