Meredith Wealth Planning is a Texas-based independent registered investment advisory firm operating under the fiduciary standard, meaning they are legally obligated to act in their clients' best interests. The firm specializes in providing personalized financial planning and investment management services, focusing on helping clients navigate significant life transitions such as retirement, inheritance, or selling a business. Their approach is comprehensive, integrating all aspects of a client's financial life to create a cohesive strategy for achieving long-term goals.

Founded in

United States