Meet the team
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
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Mark Meredith, CFP®
Mark Meredith is the founder and sole owner of Meredith Wealth Planning. He started the firm in 2019 after determining throughout his advisory career that those who paid more were not always getting more and that many would be better served under a flat-fee model.
Scott Wimmer, CFA, CFP®
Scott joined Meredith Wealth Planning in 2022. Scott is the lead advisor for all new clients of the firm, and brings extensive expertise on investments and financial planning.