Mark Meredith, CFP® Meredith Wealth Planning

Contact this advisor

About Mark Meredith, CFP®

Financial planning is ingrained in my DNA. One of my first memories with money, I was 5 years old and at the grocery store with my mother. She asked me if I wanted ice cream, and I asked her if it was on sale. When she informed me it wasn’t, I told her I didn’t want any.

I earned a Bachelor’s degree in Finance with a concentration in financial planning in 2010 and immediately jumped into a career as a financial advisor right after graduation. By 2014, I had completed all of the requirements to earn the CFP® certification.

My first stint was with a national life insurance firm that was more focused on selling products than providing advice, so I left after 6 months. I went to work as a financial planner with a local community bank and was able to build a client base from being an advice giver, as opposed to a product pusher.

In 2018, I was named by Forbes as one of the 1,000 advisors in the country from the next generation.

At the beginning of 2019, I decided the only way to serve clients the way I thought was best was to launch my own firm. Meredith Wealth Planning was launched in March of 2019 with the objective of working with a smaller base of clients more closely and reducing client fees to a more equitable model.

Contact this advisor

Recently Published

Visit the blog →

Ways Advisor Charges

  • Assets Under Management

Fee Options:

  • AUM: 0.9%

SEC Records:

States Registered

  • Illinois