Meriwether Wealth & Planning
Meriwether offers personalized, relationship-based guidance through strategic planning for professionals focused on their career to those approaching retirement.
0
Client Reviews
1% to 1%
Percentage of Assets (AUM)
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
1. Established Wealth Families - Multi-generational wealth needing sophisticated management
- Strong focus on family legacy and values-based planning
- Assets typically $1M+
2. High-Earning Professionals
- Doctors, lawyers, executives, etc.
- Strong income ($250K+) but need guidance building wealth
- May not have significant assets yet, but strong earning potential
3. Purpose-Driven Professionals
- Household income $150K+
- Want to align wealth with values
- Seeking comprehensive planning beyond just investments
4. Business Owners
- Need integrated personal and business planning
- Looking for succession planning or exit strategies
- Business revenue $500K+
- Strong focus on family legacy and values-based planning
- Assets typically $1M+
2. High-Earning Professionals
- Doctors, lawyers, executives, etc.
- Strong income ($250K+) but need guidance building wealth
- May not have significant assets yet, but strong earning potential
3. Purpose-Driven Professionals
- Household income $150K+
- Want to align wealth with values
- Seeking comprehensive planning beyond just investments
4. Business Owners
- Need integrated personal and business planning
- Looking for succession planning or exit strategies
- Business revenue $500K+
Clients who wouldNOTbe a good fit
1. Short-Term Focus - Looking for quick returns or market timing
- Not interested in comprehensive planning
- Seeking hot stock tips
2. Limited Engagement
- DIY investors wanting occasional advice only
- Shopping purely on lowest fees
- Not interested in comprehensive planning
- Seeking hot stock tips
2. Limited Engagement
- DIY investors wanting occasional advice only
- Shopping purely on lowest fees
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
$200,000
Client Specialties
Services Offered
Service Pricing
Subscription
$200 to $600
Hourly Rate
$150 to $500
Percentage of Assets (AUM)
1% to 1%
Meeting Options
In person meetings
Video meetings
Phone
Email
About Meriwether Wealth & Planning
Meriwether has guided some of our client’s families through their financial journeys for three generations. Whether you're a high-earning young professional or managing multi-generational wealth, we understand that you want your finances to have real impact – but may feel uncertain about the best path forward.
At Meriwether Wealth & Planning, we offer personalized, relationship-based guidance through:
•Comprehensive Investment Management
•Strategic Retirement Planning
•Business Services
•Monthly Financial Planning Programs
Our flexible service model means we can support you at any stage:
•Established families looking to preserve and grow
generational wealth
•High-earning professionals building their financial foundation
•Business owners seeking integrated personal and business
planning
•Young families wanting expert guidance through monthly
planning services
Our approach remains simple but effective:
1.We start with a 15-minute call to understand your needs
2.If we're a good fit, we create a clear financial roadmap
tailored to your goals
3.We provide ongoing guidance to keep you confidently on
track
Join the hundreds of clients who trust Meriwether to guide them toward their financial goals – from ambitious young professionals to families we've served for generations.
Schedule a quick call today!
At Meriwether Wealth & Planning, we offer personalized, relationship-based guidance through:
•Comprehensive Investment Management
•Strategic Retirement Planning
•Business Services
•Monthly Financial Planning Programs
Our flexible service model means we can support you at any stage:
•Established families looking to preserve and grow
generational wealth
•High-earning professionals building their financial foundation
•Business owners seeking integrated personal and business
planning
•Young families wanting expert guidance through monthly
planning services
Our approach remains simple but effective:
1.We start with a 15-minute call to understand your needs
2.If we're a good fit, we create a clear financial roadmap
tailored to your goals
3.We provide ongoing guidance to keep you confidently on
track
Join the hundreds of clients who trust Meriwether to guide them toward their financial goals – from ambitious young professionals to families we've served for generations.
Schedule a quick call today!
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
