A complete list of active advisors currently associated with Meredith Dekker Financial Services, LLC

Warmer can help you find a great advisor at Meredith Dekker Financial Services, LLC or one who fits your needs even better.

Meredith Dekker Financial Services, LLC provides financial planning and related advisory services to individuals, including high‑net‑worth clients, with offerings that include comprehensive financial plans, divorce planning, tax preparation/accounting, and periodic educational seminars. The firm’s brochure discloses that it reported no assets under management, does not take custody of client accounts, and does not trade client securities. MDFSL delivers work primarily through one‑time planning engagements and limited‑scope divorce planning projects and is compensated via fixed and hourly arrangements rather than by a percentage of client assets; the firm also states it does not accept performance‑based fees. Clients receive delivered plans and must request ongoing work or updates separately, and MDFSL does not exercise investment discretion over client accounts. The firm’s combination of services is notable for an investment-manager profile: principals provide tax preparation and accounting as enrolled agents and hold insurance licenses, activities the brochure identifies as potential conflicts when commissionable products are involved. MDFSL also emphasizes certified divorce financial analyst credentials and offers court‑related divorce consulting (including use of specialized third‑party tracing software and rush engagement options), a service mix that differs from many peers focused primarily on pooled or institutional asset management.

To learn more about the advisors currently working at Meredith Dekker Financial Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.