Meredith Wealth Planning
Meredith Wealth Planning is a fee-only registered investment advisor located in Maryville, IL. The firm was founded in 2019 by Mark Meredith, CFP®, who has over 8 years of experience in financial planning and portfolio management. In 2018, he was named by Forbes as one of the top 1,000 advisors in the country from the next generation.
Meredith Wealth Planning offers a unique flat retainer fee structure for all clients with over $750,000 in investable assets, which includes custom portfolio management and financial planning.
Advisors at this Office