Jeffrey Meenes

CFP®

Meenes Wealth Partners

Fiduciary Wealth Advisor and Fee-Only Financial Planner

Jeffrey Meenes

CFP®

Meenes Wealth Partners

Fiduciary Wealth Advisor and Fee-Only Financial Planner

I help Working Professionals, Pre-retirees, and Retirees reach the financial milestones to live life on their own terms by aligning their money to their life. - Jeffrey Meenes, CFP®

Fee-Only financial planner located in Shrewsbury, MA, serving clients locally and across the country

Jeffrey Meenes is a Shrewsbury, MA fee-only financial planner. Meenes Wealth Partners helps clients and their families reach the financial milestones that allow them to live life on their own terms by aligning their money to their life. As a fee-only, fiduciary, and independent financial advisor, Jeffrey Meenes is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Jeffrey D. Meenes, CFP®   

Founder and Principal Financial Advisor


Jeffrey D. Meenes, CFP® offers financial planning and investment advice to a select number of motivated clients and their families. Jeffrey helps clients achieve the financial milestones that allow them to live life on their own terms by aligning their money to their life.


Jeffrey received his Master of Science in Finance from Boston College, and a Bachelor's degree Cum Laude in Accounting, from the University of Massachusetts at Amherst. He completed his studies in Personal Financial Planning at Boston University before earning his CERTIFIED FINANCIAL PLANNER™ designation.

Jeffrey has served in a variety of wealth management capacities, providing solutions to individuals, families, and businesses alike. Jeffrey is a staunch advocate of The Fiduciary Standard, which mandates the highest ethical standards for his profession.

He believes financial planning is a valuable tool that serves the needs and well-being of his clients. He has been featured in the Worcester Business Journal (WBJ) citing his client advice and perspective on financial planning.

Jeffrey is a Massachusetts Registered Investment Advisor and holds a Series 66 license with The National Association of Securities Dealers. He is a member of The National Association of Personal Financial Advisors and holds an Educator's License in Mathematics from the Massachusetts Department of Education.

Jeffrey currently serves as a volunteer member of the Board of Trustees at the Shrewsbury Montessori School. He lives in Shrewsbury, Massachusetts, with his wife Nataly and their two children. When not working, Jeffrey enjoys traveling, being outdoors, reading, and tennis, but truly favors spending time with his family above all else. If you feel Meenes Wealth Partners might be a good fit for you please contact Jeffrey directly.

Jeffrey Meenes is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

WHY PARTNER WITH MEENES WEALTH PARTNERS?

There are plenty of wealth managers to choose from across the country. Why might Meenes Wealth Partners be the right partner for you? Quite simply, because we are just as passionate about building your wealth and securing your financial future as you are.

FROM THE BEGINNING:

Meenes Wealth Partners founder, Jeffrey Meenes, CFP® has always had a fire in his belly.

*       He inherited his entrepreneurial drive from his grandfather, who taught him the wisdom of saving first and spending what remained.

*       As a “latchkey kid” who grew up in a humble, hardworking household, Jeffrey learned to appreciate the value of keeping one’s nose to the grindstone at a very young age.

*       He pursued higher education, earning a Bachelor of Science in Accounting from the University of Massachusetts at Amherst and a Master of Finance degree from Boston College where he was the youngest graduate in his class.

*       Jeffrey seized several career opportunities at an early age, entering a Fortune 500 boardroom and planning program for CEO's, CFO's and corporate executives at the tender age of 21.

*       Jeffrey has been immersed in the financial planning world since the beginning of his career and understands the industry from multiple perspectives. For over twenty-five years, he has assisted clients in making optimal financial decisions. In 2008, he transitioned from corporate financial planning to help individuals and families enhance their personal finances.

A FIERCELY FIDUCIARY FINANCIAL PLANNER IS BORN

Jeffrey likely would have thrived in any of his early careers in accounting and corporate finance. But of all the positions he could have pursued, there was really only one that sparked his passion—financial planning and wealth management.

“It became clear that I could profoundly increase a family’s chance for financial success by introducing them to the fundamental fiduciary principles necessary to build wealth. I wanted to be the one to bring this higher level of financial planning to my clients, stripped of the excessive costs, complexities and conflicts of interest individuals often face, when facing off against Wall Street.”  ̶ Jeffrey Meenes, CFP®, Meenes Wealth Partners

MASTERING WEALTH MANAGEMENT

In 2009, Jeffrey founded Blueprint Financial Planning, to connect his seasoned financial experience with his personal ideals. In 2017, he re-branded Blueprint as Meenes Wealth Partners, to better reflect the upfront and continuous care called for when building and preserving family wealth: individualized financial planning, evidence-based investment management, tax planning, risk management, estate planning, and the strategic alignment of each. Jeffrey continues to apply his expertise to support working professionals, pre-retirees, and retirees build and preserve wealth with the goal of living life on their own terms.

OUR UNIQUE, COMPLEXITY-BASED FEE STRUCTURE

Unlike the traditional financial advisory business, we believe in and operate on a complexity-based fee structure. Instead of basing our fees on an arbitrary percentage of your Assets Under Management (AUM), we price each client relationship based on the actual complexities involved, including:

*       The intricacies of the financial plan

*       The types of resources to be managed

*       The scope of advice required

*       The frequency of meetings needed

*       Client preferences

The result? Fair, balanced, and transparent pricing that is customized to meet each client’s unique circumstances.

This fee-structure eliminates the conflicts of interest that may arise with the typical Assets Under Management (AUM) fee-structure by ensuring that the advice provided is not in correlation to compensation, but in correlation to what suits the client’s best interest.

In the AUM model, any reduction in total assets managed (through paying off your home mortgage or charitable contributions, for example) would subsequently decrease an advisor’s compensation. As such, an AUM advisor may be tempted to retain as many of his client’s assets under his management as possible, even if that choice was not in his client’s best interest.

In the complexity-based model, the fees are pre-determined based on your own unique needs and advice is provided without any alternative motive. Our fees do not increase simply because your wealth increases. The year after year fee savings you will achieve remains yours to compound and accumulate over time.

If you’d like to learn more about how the Meenes Wealth complexity-based model benefits you, the investor, we’d be happy to discuss it with you during a confidential complimentary Initial conversation.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Jeffrey Meenes is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Jeffrey Meenes is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Dimensional Funds
    Meenes Wealth Partners is an Approved Dimensional Funds Advisor

    Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, the firm builds and implements strategies to help clients pursue higher expected returns. An enduring philosophy, strong client commitment, and deep working relationships with the academic community underpin Dimensional’s approach to investing and form the foundation for new strategies.

Contact Jeffrey Meenes

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Office Locations:

  • 8 Coachman Ridge Road
    Shrewsbury, MA 1545

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