Your Planning & Investment Specialists

We take a very thorough approach when it comes to managing your wealth. Below are several key areas we focus on with our clients:

Tax planning

Keeping your lifetime taxes to a minimum and building a tax-efficient portfolio & distribution strategy

Accumulated wealth

Create a custom investment plan that is rooted in academic research, not emotions and opinions

Retirement planning

Medicare premiums, Social Security, Pensions, Roth conversions, distributions etc. We help put together the puzzle in the most optimal manner.

Meet the team

Meredith Wealth Planning is comprised of two experienced and credentialed financial planners. As of March 2024, the firm currently helps over 190 clients from 12 different states and oversees more than $260 million of client assets.

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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®, EA

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.

Flat-Fee Financial Planning & Investment Management

Your Planning & Investment Specialists

Meet the team