At The Mejia & Hernandez Group, we bring our extensive global experience and deep knowledge to clients who demand the highest level of financial proficiency and world-class service. We are led by two highly respected financial professionals – Camilo Mejia and Hector Hernandez – known for their ability to preserve and grow client wealth as it spans generations of clients’ families.
Rare among advisors with strong international knowledge is Hector’s status as a former CPA and controller. This background informs his understanding of clients’ overall financial picture – both personal and corporate. Camilo’s knowledge, care and devotion to clients are equally significant and reflect our team’s impressive offering.
By appreciating the cultures of clients, their concerns and ambitions, we’ve come to serve a loyal and referred clientele – business owners, corporate executives, and generations of extended families. It’s gratifying to know that clients value our knowledge of domestic and international issues, our unbiased recommendations and unwavering commitment to serve their families as we would our own.
To help clients address opportunities in the U.S. and abroad, our awareness of investment markets wealth transfer and asset preservation is critical to creating positive outcomes that can benefit future generations. We also pride ourselves on helping clients move and transition their wealth to the U.S.
At the heart of our offering is a highly personalized, planning-based approach. By working with a select number of families, we are able to spend significant time understanding the values and visions of clients, as well as their most cherished goals and greatest concerns for the people they love.
At The Mejia & Hernandez Group, the scope of our service is as wide as the visions of our clients. In fact, we often say, "Nothing is beyond our examination. Going the extra mile for clients is never going out of our way."When asked, we characterize our offering as a rich library of knowledge and best practices. Privacy is a pillar of our offering. Still, we learn from strategies that have helped others in similar situations and bring that knowledge to our clients. when helpful.In addition to keeping our hands on the pulse of geo-political, economic and social conditions that can affect a client's wealth and wishes, we do everything possible to stay current with the details of a client's financial and personal life. While that may sound surprising, we remind clients that, for example, "Their biggest risk could be a child about to get married."For this reason, we try to establish a highly personal dynamic with the key members of the family. Encouraging frequent discussions – separately and together – we ask about new situations and considerations that may affect the family's goals and objectives.Beyond building a personal rapport with clients, our highly analytical approach allows us to uncover opportunities and areas of weakness. For us, "consolidation" is a key word. It describes our devotion to examining a client's entire financial picture across multiple ventures and countries.We also pay close attention to a client's trust circumstances and how wealth can transition efficiently to future generations. Looking at the structure of client's wealth – in the U.S. and offshore – we may suggest meeting with a client's legal or accounting team to identify issues that need to be addressed. Only after this degree of diligence do we feel confident in building a long-term wealth management strategy for each client – one that employs tax-advantaged considerations and is designed to help insulate a client's net worth from market conditions, lawsuits or frivolous spending.Acting much like a family office, we are structured to provide white-glove service that's appropriate to opportunities and challenges facing our clients. We also assist from simple checking and savings accounts to the complex multi-country, multi-generational and corporate structures.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
