Mark Meredith
CFP®
Meredith Wealth Planning
Founder
Mark Meredith
CFP®
Meredith Wealth Planning
Founder
I'd rather be a great financial planner to a small group of clients than a mediocre planner to a large group. - Mark Meredith, CFP®
Fee-Only financial planner located in Maryville, IL, serving clients locally and across the country
Mark Meredith is a fee-only financial planner and the Founder of Meredith Wealth Planning located in Maryville, IL.
In 2010 I graduated with a Bachelor’s degree in Finance with a concentration in Financial Planning from Eastern Illinois University. By 2014, I had completed all of the requirements to earn the CFP® certification. Right after graduation, I started as a financial advisor with a national insurance firm. I discovered quickly it was not a good fit, as they were more interested in selling high commissioned products than providing objective advice.
In 2011 I was hired by a local community bank as a financial consultant to design and monitor investment/financial plans for clients. By 2018 I was recognized by Forbes as one of the top 1,000 financial advisors of the next generation. Shortly after that, our bank sold to another bank, and I decided it was time to move on and start a mission I had always envisioned by launching my own firm. My goal was to work with a smaller group of clients more closely, and reduce fees to a more equitable model.
About me:
My wife, Rebecca, and I live in O'Fallon IL with our two children, Sawyer and Cecilia. We also enjoy the company of our Jack Russell Terrier, Oliver.
Mark Meredith 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
Meredith Wealth Planning was founded in March of 2019 by Mark Meredith. We enjoy working with clients from all different stages of life.
How Meredith Wealth Planning is Different:
We do not engage in market timing, stock picking, sector picking, or attempt to pick the best fund managers. There are large bodies of research that show these methods do not work, and that structuring a sound portfolio can be done by utilizing passively managed funds that target a few factors that have shown to drive portfolio returns.
Meredith Wealth Planning does not charge fees based on assets under management. Rather, we charge the same flat annual fee for all clients, which is $5,700.
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
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Mark Meredith is a NAPFA-Registered Financial AdvisorThe 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.
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Mark Meredith is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
Contact Mark Meredith
Office Locations:
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6300 E Main St
Maryville, IL 62062