Helping Families Navigate Wealth with Clarity, Purpose, and Perspective
At Shefa Wealth Advisors, we believe the best financial guidance begins with listening.
Every client comes to us with a different story, different priorities, and different questions. Some are preparing for retirement. Others are thinking about family legacy, charitable giving, business transitions, or how to navigate significant wealth responsibly and thoughtfully.
Our role is to help simplify complexity and provide perspective.
We work with successful individuals and families who value thoughtful planning, long-term relationships, and coordinated financial guidance. Many of our clients are physicians, executives, business owners, attorneys, and multi-generational families who want a clearer understanding of how investments, taxes, retirement planning, and estate considerations fit together.
Financial planning is rarely just about numbers.
It is about family. It is about values. It is about responsibility, opportunity, and the life you want your resources to support.
That is why we take time to understand not only a client’s balance sheet, but also their goals, concerns, and long-term vision.
A Message from Our Founder
When I founded Shefa Wealth Advisors, I chose the name intentionally.
“Shefa” is a Hebrew word meaning abundance or prosperity. Abundance extends far beyond financial wealth alone. True abundance includes health, wisdom, purpose, family, generosity, and meaningful relationships.
Many of the families I work with are not asking, “How do I make more money?”
They are asking deeper questions:
How do I use my resources thoughtfully? How do I help my children responsibly? How do I make wise financial decisions without letting money become the center of everything?
That is the work I find meaningful.
I believe financial planning should help bring clarity and confidence to important decisions. My role is to help clients think carefully, stay organized, and navigate complexity with perspective and intention.
Clients often describe our conversations as calm, thoughtful, and educational. I take that as a tremendous compliment.
At Shefa Wealth Advisors, our work is built on trust, long-term relationships, and guidance that considers both the numbers and the people behind them.
— Seth Meisler
About Seth Meisler
Seth Meisler is the Founder and CEO of Shefa Wealth Advisors.
As a CFP® professional, CPA/PFS, CFA charterholder, and MBA, Seth brings an integrated perspective to financial planning, investment management, retirement planning, and tax strategy.
He is particularly passionate about helping clients think clearly about retirement distributions, taxes, and long-term wealth decisions.
Seth is also a member of Ed Slott’s Master Elite IRA Advisor Group, where he continues advanced study in retirement and IRA planning strategies. His insights have been featured in publications including MarketWatch and Forbes.
In addition to his work with clients, Seth serves on the Investment Committee at Prosperity Capital Advisors, collaborating on investment research, portfolio strategy, asset allocation, and market analysis. His involvement reflects his ongoing commitment to thoughtful portfolio construction and long-term investment stewardship.
Known for his calm and thoughtful approach, Seth works closely with clients, CPAs, attorneys, and family members to help coordinate financial decisions in a clear and organized way.
Outside of work, Seth serves on the board of Six Points Theater and enjoys biking, cross-country skiing, spending time outdoors, and being with his wife and three children.
Partnership with Prosperity Capital Advisors
Shefa Wealth Advisors is proudly affiliated with Prosperity Capital Advisors (PCA), a nationally recognized registered investment advisory firm with more than $4.7 billion in assets under management.* Through this partnership, clients benefit from the personalized, relationship-driven experience of an independent advisor alongside the investment infrastructure, operational support, and resources of a larger national firm.