Founded by

Gretchen Meyer, MBA, CFP® in 2014

Pachira Wealth Management (then Gretchen Meyer Financial) services over $100 million in brokerage and advisory assets through LPL Financial for clients across the United States as of April 22, 2025. Gretchen is especially passionate about fiscal empowerment and advancement of women.

Why women? 

Women’s financial needs are different from men’s. We earn less, live longer, take time to raise a family or take care of our loved ones, which means our pensions and social security are less. And, we are more likely to need costly long term care. Statistically, women would prefer to work with a female advisor to give them confidence to pursue financial freedom. At Pachira Wealth Management, we are your source for financial literacy and advocacy as you continue on your journey towards financial independence.

Pachira is an established wealth management and financial consulting firm dedicated to providing personalized financial guidance and support that empowers you to pursue your dreams with confidence, seeking a secure and prosperous future for you and your loved ones. Our team of talented and diligent financial professionals is here to help you understand your financial picture, navigate life’s many changes, and satisfy the goals unique to you and your lifestyle.

Gretchen’s drive to help women reach financial freedom was born from her own story of struggle and hard-won success. In her twenties, Gretchen found herself divorced and confronted with unexpected debt she had not known existed.

Her determination to free herself from that debt, acquire professional financial knowledge, and one day help other women in her same position led her to enroll at Columbia Business School, attain two advanced degrees, and found her firm. Gretchen is a financial advisor, who always acts in the best interests of her clients.

In the ten years since, Gretchen has expanded her team, earned a reputation for expertise and empathy, and helped many of clients better their financial situations. Gretchen has consistently won awards for Outstanding Client Service from LPL Financial since 2018 based on annual production.

About Pachira

Mission

Partnering with you to pursue financial freedom throughout life’s milestones.

Vision

We aim to empower our clients to confidently pursue their dreams and support them in seeking a secure and prosperous future for themselves and their loved ones.

Our Promise

We strive to help build client confidence by delivering experienced financial guidance that’s enjoyable, accountable and leads to lasting financial freedom.

Values

  • SYNERGY – We Collaborate & Celebrate!

    Our commitment to synergy ensures that when you work with us, you benefit from the seamless collaboration and combined expertise of our team, leading to meaningful results and a truly satisfying experience.

  • EXCELLENCE – We Set the Bar High, Really High!

    Our commitment to excellence is what sets us apart. When you choose to work with us, you can expect nothing less than attentive service, distinct quality, and a dedication to exceeding your expectations. Excellence is at the forefront of everything we do; we strive to help you receive the best possible solutions and outcomes for your needs.

  • ATTENTIVENESS – We Lean in & Listen!

    Our commitment to being attentive is all about putting you, the client, at the center of everything we do. When you partner with us, you can count on our team to actively listen to your concerns, understand your goals, and provide solutions tailored to your unique needs. We believe that being attentive is the key to building strong, lasting relationships and ensuring your satisfaction every step of the way.

  • CURIOSITY – We Pause to Learn & Teach!

    Our core value of curiosity is what drives our commitment to finding dynamic solutions for you. We approach your unique challenges with an inquisitive mindset, asking the right questions, and exploring various avenues to deliver innovative and effective results. When you choose us, you benefit from a team that is genuinely curious about your needs, ensuring that we provide tailored solutions that make a meaningful impact.

  • HUSTLE – We Hustle!

    Our core value of hustle is a testament to our commitment to your success. When you work with us, you can be confident that we are dedicated to going above and beyond to address your needs. Our team is known for its relentless drive and determination to deliver results quickly and effectively. We hustle to help you receive the best possible service and outcomes for your business.