A complete list of active advisors currently associated with Meredith Wealth Planning

Warmer can help you find a great advisor at Meredith Wealth Planning or one who fits your needs even better.

Meredith Wealth Planning provides discretionary investment management and comprehensive financial planning to individuals, high net worth clients, families, and corporate clients. Services include ongoing wealth planning with investment management, as well as limited-scope financial planning engagements and advisory review of non-managed accounts through aggregation tools. The firm primarily follows a passive investment approach, building diversified portfolios with index mutual funds and exchange-traded funds and setting asset allocation targets tailored to each client’s goals and risk tolerances. Accounts are managed on a continuous discretionary basis with periodic performance reporting and semiannual review meetings to monitor and update financial plans. Distinctive aspects include a relatively large asset base managed on a small advisory team—MWP reports approximately $478.7 million in discretionary assets—which produces an unusually high assets‑per‑advisor ratio for a firm of its size. The firm does not use percentage‑of‑AUM advisory fees (instead relying on flat planning fees) and maintains a formal succession agreement with an external partner to support continuity of client service; advisors also hold insurance licenses but do not engage in commissioned insurance sales.

To learn more about the advisors currently working at Meredith Wealth Planning, 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.