Independent-minded. Client-focused. Entrepreneurial. Passionate.

Acacia Wealth Advisors is an independent-minded, multi-family office providing comprehensive investment consulting and financial planning services to entrepreneurs, business owners and their families. With a client-centric focus, we serve our clients as fiduciaries, putting their needs and interests first.  

 

Headquartered in Los Angeles, Acacia was founded by Meloni Hallock and Alev Lewis to provide trusted financial guidance and an excellent client service experience to exclusive, long-standing and sophisticated clients.

Our Mission


Our mission and our purpose is to support entrepreneurs and those who work with and for them on every phase of their journey with financial planning--but even beyond that, with advice, perspective, complete wealth management solutions, and a helping hand to guide you through the here and now--and help you dream for the future. We understand entrepreneurs, because we ARE entrepreneurs. 

Our Fiduciary Commitment


Integrity is the backbone of our business. We serve our clients, their families and their businesses as fiduciaries. A fiduciary is an individual in whom another has placed the utmost trust and confidence to manage and protect property or money. It is a relationship in which one person has an obligation to act for another's benefit and make recommendations accordingly. Our partnership with Hightower gives us access to quality investment solutions from some of the top-tier firms and service providers. Our model is designed to promote competitive pricing for our clients.

Client Benefits of a Boutique Multi-Family Office

• Integrated financial planning  
• Investment advisory and wealth management services
• Tax planning and coordination
• Independent-minded, objective advice

Learn More About Acacia Wealth Advisors

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245 South Beverly Drive
Beverly Hills, CA 90212

Office: (310) 246-0560
Fax: (310) 246-0580

Legal & Privacy

Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
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