Too many people feel overwhelmed by their finances and the complexities of the financial services industry. Oftentimes, they do not know where to start or who to trust. Therefore, many people turn to a financial advisor for help. However, some people hesitate to find a financial partner because they are concerned about working with an advisor who might not be entirely focused on their goals. Unfortunately, people often believe certain financial advisors act more like salesmen instead of financial guides who can help them achieve their longer-term goals for their money.
You deserve the opportunity to pursue your personal financial goals and to have a financial advisor by your side who has the proper skills, knowledge, objectivity, and motivation to help you avoid common pitfalls and to make prudent decisions. We serve our clients in such a manner and want to fill this role for you.
Who We Are
Semita Asset Management is an independent, fee-only financial services firm committed to helping you clarify your goals and dreams, strategize a plan to achieve those goals, work within your unique risk tolerance level, and actively put your financial assets to work. As we walk alongside of you during your financial journey, you will feel more educated, confident, and in control of your financial future.
How Semita Asset Management Can Help
With our sound educational background, combined years of proven experience, long-term working relationship with our team of professionals, and our sophisticated suite of technology tools, we work with you to solve your financial issues and to manage your accounts. Our efficient three-step process has been developed to assist our clients as they filter through all the potential financial noise and distractions, leading them toward a well-rounded money management plan and investment approach.
Through financial planning, retirement consulting, and investment analysis, we help clients make wise decisions with their money and assist them as they strive to build and maintain wealth over time. We also proceed a step further: we encourage individuals and couples to look at their finances with a long-term, eternal perspective by incorporating a degree of charitable activity in their longer-term plans.
Why Do Clients Choose Us?
We believe that God has bestowed upon each of us certain talents, or gifts, that we use in our lives and in our careers. Along with those individual gifts, He also provides us with the environment and opportunities to put those talents to work. As we choose to effectively and efficiently use our God-given talents, we may have the opportunity to manage financial resources that far exceed what we require to meet our basic needs. Once that abundance is saved and accumulates, we can become long-term investors and stewards of those resources as well. As a result of the talents we have been given and the tools at our disposal to facilitate growth of the resources we acquire, we see money as a gift that we have been blessed to receive. We believe it is a privilege for us to manage that gift in a way that blesses others and glorifies God. We not only help our clients steward their money well with biblically-sound financial advice, we also take our own management responsibilities seriously as we strive to be effective stewards of the investment assets our clients entrust to us.
As the stewards of the talents and financial resources which God has so richly provided to us, we believe that giving back to Him should come naturally. Often, we find that when clients create a financial plan with an effective investment strategy, they experience a higher level of contentment, providing more opportunities for them to make a difference within their families and communities. We use biblical principles to solve our clients’ financial challenges, to create clarity, and to help our clients set goals grounded in their values. Our perspective on where our gifts and talents originate, commitment to biblical financial principles, and desire to cultivate generosity personally and in the lives of our clients, set us apart.
Who We Serve
While each of our clients is unique, for the most part, their wealth was created using their God-given talents, reasonable lifestyles, and committed and consistent approach to saving and investing. We enjoy working with clients in all stages of life, from those in the earlier stages of accumulating wealth to those entering retirement and beginning the wealth distribution phase.
Our clients come from many different backgrounds in life, from engineers to entrepreneurs to health professionals. They may be married, single, divorced, or widowed, but they tend to have one thing in common: they want a financial plan and investment approach customized to their unique life circumstances, personality, goals, and risk tolerance.
Many of our clients have said regarding our financial planning assistance and investment strategy decision-making, “Whatever you advise, I am going to do. We’re relying on you and your advice!!” This is not only the highest compliment we could receive, but, at the same time, it is the biggest responsibilities we could assume. The long-lasting, trusting relationships we form with our clients and the impact our clients make on their families and communities through effective management and planning strategies give us great fulfillment.
Are you looking for a financial partner you can trust to objectively guide you toward your goals and help you navigate toward desirable financial circumstances? If you would like to learn more about our unique process and mission and how we may be able to help you work toward your financial goals, reach out to us for a complimentary consultation. Book an appointment online today!
Michael Meagher is the Chief Executive Officer and Chief Investment Officer at Semita Asset Management LLC with more than 46 years of industry experience. He specializes in providing strategic, goal-based financial planning, risk management, retirement planning, and portfolio management services. Michael graduated from the University of Houston with an MBA in finance and holds both the Chartered Financial Analyst (CFA®) and Certified Kingdom Advisor (CKA®) designations. Learn more about Michael by connecting with him on LinkedIn.
*The designation of Chartered Financial Analyst [“CFA”] is conferred by the Chartered Financial Analyst Institute, Charlottesville, Virginia www.cfainstitute.org. The CFA candidate must meet the following requirements to be eligible for the designation:
1) Possess of an undergraduate degree plus four (4) years professional experience involving:
- Evaluating or applying financial, economic, and/or statistical data as part of the investment decision-making process involving securities or similar investments, which includes, but is not limited to, publicly traded and privately placed stocks, bonds, and mortgages and their derivatives; commodity-based derivatives and mutual funds; and other investment assets, such as real estate and commodities, if these other investment assets are held as part of a diversified, securities-oriented investment portfolio; or
- Supervising, directly or indirectly, persons who practice such activities; or
- Teaching such activities, and
2) Successfully complete a study program that culminates with three (3) levels of examination each of which requires approximately 250 hours of study and preparation. The CFA Institute has a non-mandatory, or voluntary, program regarding continuing education requirements for the CFA charter holder.
**The designation of Certified Kingdom Advisor® [“CKA”] is conferred by Kingdom Advisors, Atlanta, GA www.kingdomadvisor.com The CKA candidate must be a disciple of Christ who has committed to be a person of character who, from a biblical worldview, serves clients with biblical financial advice in order to properly steward the resources entrusted to them. Kingdom Advisors has created the Certified Kingdom Advisor® designation to provide confidence to those looking for financial counsel from a biblical perspective. The Certified Kingdom Advisor® designation is given to advisors who:
- Complete the Kingdom Advisors’ Core Training
- Provide evidence of their technical competence
- Commit to personal stewardship
- Assert their belief in Jesus Christ
- Provide evidence of their personal integrity
- Commit to incorporating biblical wisdom into their financial advice