Michael Meridith (CFP, CIMA®, CPWA®)

Michael Meridith focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • College/Education Planning
  • Hourly
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice

Additional Information

Michael W. Meridith, CFP®, CPWA®, CIMA®

Michael is a Fee-Only Hourly Financial Planner with Perk Planning who is passionate about assisting clients to identify, prioritize, and attain their goals in the most efficient and rewarding manner possible. He strongly believes partnering with clients, in a consultative role, to create and implement a holistic financial plan is the key to enduring success. Nothing is more rewarding, as a financial planner, than seeing a client achieve life-long goals and knowing you played a part in their success.

Michael lives in Madison with his spouse Allison, two young sons Monroe and Audric, and his Chow Chow Animal.

NAPFA Start Date

April 05, 2019


This Office

10 E. Doty Street Suite 830 Madison, WI 53703-4680 Phone: (608) 628-8730 Fax: (608) 338-0039