Our fee is 100% transparent, and we don't think you should pay more in fees just because you have more money.
See how It WorksWe 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 June of 2025, the firm currently helps over 200 clients from 21 different states and manages more than $365 million of client assets.