Our fee is 100% transparent, and we don't think you should pay more in fees just because you have more money.
See The Flat Fee DifferenceTwo advisors who've known each other since their first day in the industry.
Mark spent nearly eight years as a financial planner at a community bank before founding Meredith Wealth Planning in 2019, a stretch that got him named one of Forbes' top 1,000 advisors in America from the next generation.
He believes financial planning should be built around your goals, not around growing assets under management. Mark lives in O'Fallon, IL with his wife and four kids, and when he's not working you'll usually find him coaching one of their sports teams.
Read Mark's full bio →
Scott and Mark met in 2011, on their first day as "Junior Financial Consultants" at a community bank, just after the 2008-09 financial crisis. They spent the next decade trading early-morning texts and midnight emails about financial planning and investment strategy before finally teaming up in 2022.
His triple certification, CFA, CFP®, and Enrolled Agent, means he can look at a client's finances from the investment, planning, and tax side all at once.
Read Scott's full bio →It's time to compound your wealth, and not your advisory fees.
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