Many of you were aware that I had a self-imposed client capacity limit, and as that limit approached I had to decide if I wanted the firm to grow beyond myself or close the doors to new clients. While the last two years have been a bit of a whirlwind, the firm now manages over $120 million and has … Read More about Introducing Zachary Joiner, CFP®
Mark Meredith, CFP®
Mark has been a financial advisor since 2010, after earning a Bachelor’s degree in Finance from Eastern Illinois University. In 2018, he was named by Forbes as one of the top 1,000 financial advisors from the next generation. After 7+ years as a financial advisor with a local community bank, he decided the only way he could serve people in the way he thought was best was to open an independent fee-only firm.
Recent Posts
Roth IRA Conversions and Strategies
A Roth IRA conversion opens the door to a unique financial planning opportunity. Below will look at Roth IRA strategies and what you should consider when implementing one. Why Do A Roth IRA Conversion? Many of us do not enjoy paying taxes. The conventional wisdom is that they are a necessary evil, … Read More about Roth IRA Conversions and Strategies
Finance Pet Peeves
Over the years as a financial planner I have developed a few pet peeves. It was fun to jot a few of them down below. Pet Peeve #1: Dividends Stock dividends can make some investors mouth's water, but they shouldn't. Dividends are simply cash distributions from companies, and investors should not … Read More about Finance Pet Peeves