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 is to understand the complexities of our clients’ lives and work with them to develop personalized financial strategies to help them achieve their goals and dreams.

We are committed to serving our clients as a trusted partner, providing objective advice, holistic wealth management services and a client experience distinguished by excellence. We help clients crystalize and realize their long-term objectives, in addition to helping coordinate the tax planning function to deliver competent, full-circle results.

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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.

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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

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Awards & Accolades

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