Meredith Wealth Planning works very closely with clients and believes in building long-term relationships by giving great ongoing advice at a great price. Check out some success stories below:
We take a very thorough approach when it comes to managing your wealth. Below are several key areas we focus on with our clients:
Meredith Wealth Planning is comprised of two experienced and credentialed financial planners. As of January 2023, the firm currently helps over 150 clients from 11 different states, and oversees more than $190 million in assets under advice
Unlike most advisory firms that operate under an asset-based fee structure, Meredith Wealth Planning does not believe in charging a client more simply because they have more money. We do not typically see an increase in overhead expense or time involved simply because someone has a larger balance.