A Boutique Practice for Sophisticated Coverage Needs
We work the way you would expect a fiduciary professional to work — slowly, thoroughly, with documentation. The first conversation rarely ends in an enrollment.
We Built Meet Med Assist for the People the System Was Never Designed to Serve.
The founding advisors spent the early years of their careers inside large carriers and call-center brokerages, watching the same scene repeat itself: a 58-year-old woman with rheumatoid arthritis, a 64-year-old man with five medications and a cardiologist he trusted, a recently diagnosed cancer patient terrified of losing her oncologist — each one pushed toward whatever plan the carrier promoted that quarter.
The system was working precisely as designed. It was just designed for someone else.
Meet Med Assist exists for the clients who don't fit the template. We work the way a good attorney or wealth advisor works — slowly, thoroughly, with documentation. The first conversation rarely ends in an enrollment. That is the point.
Four Commitments That Define Every Engagement
Independent by structure, not by claim
We hold no carrier equity. Our advisors earn the same compensation regardless of which plan you choose. The independence is enforced by structure, not asserted in marketing copy.
Senior advisors on every engagement
Minimum eight years of complex-case experience. No call queues, no junior staff, no script.
Documented recommendations
Every plan recommendation arrives with a written analysis you keep — network coverage, formulary mapping, out-of-pocket modeling, trade-off discussion.
An advisor for the long term
Your advisor stays with you across renewals, diagnoses, and life events. We do not hand off engagements to a service desk.
"To pair every adult with a complex medical situation to a licensed advisor who genuinely understands it — and to recommend coverage with the precision the situation actually demands."
Four Principles We Are Not Willing to Trade
What a Boutique Advisory Actually Looks Like
The difference is not in what we sell. The difference is in how seriously we take the responsibility of recommending it.
Senior Advisors, Not Call Centers
Every conversation is with a licensed advisor with a minimum of eight years of complex-case experience. No queues, no scripts, no transfers.
Independent by Design
We hold no carrier equity and accept no carrier-specific incentives. Our advisors earn the same compensation regardless of which plan you choose.
Documented Recommendations
Every plan recommendation arrives with a written analysis — network coverage, formulary mapping, out-of-pocket modeling. You keep the document.
An Advisor for the Long Term
Your advisor stays with you across renewals, life events, and diagnoses. The relationship is the product. It compounds in value over years.
What Complex-Coverage Clients Tell Us, In Their Own Words
Names abbreviated at the client's request. Conditions and locations published with consent.
I'd been on the same biologic for seven years. Three brokers told me 'just pick a Silver plan and we'll sort the rest.' My Meet Med Assist advisor mapped my medication against every formulary in Pennsylvania before recommending one. The difference in my annual cost was over $11,000.
M. HendricksRheumatoid arthritis · Philadelphia, PA
My husband was diagnosed with stage III colon cancer six weeks before open enrollment. We were terrified of losing his oncologist. Our advisor called the Cleveland Clinic directly to verify network status across four plans. We kept his entire care team.
K. WestonCoverage transition · Akron, OH
I take eleven medications. The complexity made every comparison tool useless. James walked me through formulary tier shifts for each carrier, line by line. He found a Plan G + Part D combination that nobody else had even modeled.
R. BrennanMedicare supplement · Naples, FL
After my MS diagnosis I assumed I'd be uninsurable in any meaningful sense. Eleanor spent two hours on our first call — not pitching anything, just understanding the situation. The plan she ultimately recommended has covered every infusion without a single appeal.
S. OkaforMultiple sclerosis · Atlanta, GA
I'm 63, retiring in eighteen months, and have a cardiologist I refuse to leave. Priya engineered a pre-Medicare bridge plan that kept him in-network and modeled the Medigap transition for the moment I turn 65. I have it all in writing.
D. CastellanosPre-Medicare planning · Scottsdale, AZ
Three things stand out. Nobody rushed me. Every recommendation came with a written analysis. And my advisor called me — unprompted — when a formulary change at my carrier threatened my husband's medication. That phone call alone justified the relationship.
L. TanakaChronic condition coverage · Seattle, WA