# Mehanna Advisors

Mehanna Advisors is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** www.mehannacpas.com
- **LinkedIn:** https://www.linkedin.com/company/mehanna-advisors

## Regulatory record

- **Reports private funds:** No

## About

Founded by CPA and MST holder Bilal Mehanna, Mehanna Advisors operates as a specialized financial partner for healthcare practice owners. The firm emerged from a gap in the accounting market — practitioners caught between commoditized bookkeeping services and generalist CPAs who lack industry-specific knowledge. Mehanna constructed a four-tier service ladder that begins with foundational financial accuracy and extends through analytics-driven growth insights, proactive tax planning, and ultimately wealth building through investment opportunities and retirement strategies tailored to clinicians. Mehanna's deployment model is advisory, not discretionary. The firm does not manage a pooled fund or act as an outsourced CIO; instead it guides healthcare entrepreneurs through tax-efficient wealth accumulation, practice restructuring, and investment selection. Asset classes addressed include practice equity, real estate holdings implied by long-term wealth preservation strategies, and retirement vehicles. Tax planning covers quarterly strategy sessions, deduction maximization specific to healthcare entities, and multi-year liability management. Geographic footprint is opaque — no physical address is published, and all client engagement appears remote. Team depth is lean at two named professionals: founder Bilal Mehanna and tax specialist Susan Walton. No additional offices or parallel vehicles are disclosed. Client testimonials spanning medical, e-commerce, and general business filings confirm servicing of multi-entity owner-operators. In one flagged engagement, Mehanna restructured a client's compensation across multiple businesses over a 15-month period and implemented a revised tax strategy that the client reported saved thousands of dollars compared to prior representation. No foundation, donor-advised fund, or philanthropic vehicle is publicly tied to the firm. Mehanna's structural distinction is its unbundled vertical focus. Unlike regional RIA-accounting hybrids that serve broad small-business populations, Mehanna narrowly targets licensed healthcare practitioners — a cohort with predictable high cash flows, entity complexity, and a need for wealth guidance that commoditized tax-prep chains cannot fulfill. By embedding investment-pathway advice inside an ongoing CPA relationship, Mehanna captures the point of maximum trust: the practitioner who already relies on the firm for tax filings and now seeks direction on deploying surplus.

## Sectors

- Healthcare Services

## People

- Bilal Mehanna — CPA / MST Founder
- Susan Walton — Tax Specialist

## Questions

### Who runs investment decisions at Mehanna Advisors?

Bilal Mehanna, the firm's CPA and MST founder, leads all client engagements. Mehanna Advisors does not operate as a registered investment advisor with discretionary authority; it provides guidance on investment opportunities, retirement planning, and wealth-building strategies as an extension of its tax advisory relationship. No separate investment committee or external CIO structure is disclosed.

### What investment stages does the firm's guidance address?

Mehanna's service ladder runs from early-stage practice financial hygiene through mature wealth preservation — the analogue to investing across a lifecycle rather than a venture-capital stage spectrum. Early-stage practitioners receive bookkeeping and tax accuracy; growth-phase owners get profitability analytics and entity structuring; established practitioners access investment and retirement planning. No pre-seed, venture, or growth-equity deal activity is disclosed.

## Related profiles

- [Oakwood Financial Technologies](https://altss.com/profile/oakwood-financial-technologies)

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Last updated: 2026-08-11T02:43:31.692Z

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