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Veteran Owned

Our firm is proudly veteran-owned, founded by Tim Mebane, a veteran Army officer in the U.S. Army Reserves, Honorably Discharged, who embodies a deep commitment to service.

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Trustworthy Experience

With a proven track record of success, our seasoned team brings collectively over 70 years of experience in optimizing clients' financial futures. We specialize in effective risk management through insurance and strategic investments in appropriate financial instruments, aiming to create a reliable lifetime income stream for our clients.

Our Team

Nationwide Excellence

We are committed to expanding our services to serious-minded investors across the United States. As the head of a highly-ranked LPL Branch across the country with LPL Financial, we are dedicated to providing exceptional financial guidance and support.

Our Mission
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Making The Most Of Your Financial Future

Making The Most Of Your Financial Future

We are dedicated to charging lower fees while delivering more value-added services than our competitors. We offer clients innovative strategy for their short-term funds, ensuring these assets often work harder and smarter than traditional bank instruments. Additionally, we provide comprehensive life insurance options to protect your loved ones' income needs and offer long-term care insurance strategy to address your future care requirements. Our goal is to help you better position your financial potential and secure a prosperous future.

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Who We Serve

We proudly serve individuals and families, business owners, professionals, pre-retirees, and retirees who value professional financial guidance and are ready to take action. Our ideal clients are those with a minimum of $300k in investable assets for singles, $600k for couples, or, if under those minimums, those who will invest at least 10% of their gross income annually. We collaborate closely with you to create flexible, personalized strategies that align with your financial goals, ensuring you can confidently navigate your financial future.

Individuals & Families

Individuals & Families

We offer personalized financial plans and advice to families, helping you pursue your financial goals, secure your future, and navigate important life milestones with confidence.

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Professionals & Business Owners

Professionals & Business Owners

We help you as executives and professionals seeking to optimize your financial strategies, manage complex compensation packages, and make informed decisions that align with your long-term goals.

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Pre-Retirees & Retirees

Pre-Retirees & Retirees

We partner with pre-retirees and retirees to help in navigating the complexities of retirement planning to build towards a confident and fulfilling future.

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Affluent Clients

Affluent Clients

We provide affluent clients like you with meticulous planning and tailored strategic guidance to help pusue your unique financial goals and aspirations.

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What We Offer

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our clients' success.

Comprehensive Financial Planning 

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Access To Investments

Access To Investments

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Risk Management

Risk Management

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Learn How We May Help You

If you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice.

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Mebane Financial Services, LLC and LPL Financial are separate entities.