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7 Secrets to Accumulating Your First Million
4 common mistakes people make with their first million
3 methods to not run out of money
7 tips to successfully transfer wealth to your kids
8 legitimate tax loopholes you might be missing
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People deserve to understand what’s happening with their money.

Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.

At Meath Wealth Advisors, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.

First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.

We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.

As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.

Whether you’re investing hundreds or millions, at Meath Financial Group we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?

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How to get started.

1. Schedule an appointment


2. Meet with us for a custom listening session

3. Get your personalized strategy

Schedule an appointment.

Please provide your name and email and we will have an advisor contact you.

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Our financial planning services are built on trust, transparency, and accountability.

Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore Services

Wealth Planning

Wealth Planning is the core service we provide for individuals and families seeking to build, preserve, and manage their wealth over time.  Learn More

Portfolio Management

At Meath Wealth Advisors we understand that you seek transparency, proactive communication, and accountability to meet your financial goals. Learn more

Estate Planning

At Meath Wealth Advisors, our wealth enhance group is here to help you understand how your assets will be distributed under your current estate plan and existing tax law. Learn more

Charitable Giving

At Meath Wealth Advisors, it’s ingrained in our firm’s culture to serve others. Learn more

Retirement Planning

Whether you are still working or already in retirement, a strategy during retirement is essential to help you. Learn more

Sustainable | Impact Investing

Would you like your wealth to grow and make a positive social and environmental contribution at the same time? Learn More

Millennial Planning

Let’s face it financial planning looks different in your 20s and 30s than it does as you approach retirement. Learn more

Education Planning

Education planning may be an important part of your overall financial plan. Learn More

Personalized Wealth Management

At Meath Wealth Advisors our mission is to provide our clients with clarity and confidence to pursue their greatest life goals. We do this by building trust, providing education, building an actionable roadmap, and providing exceptional service. A clear financial picture both now and into the future allows you to accomplish and plan for what is most important in your life. We are a wealth management firm based in Minneapolis, serving families, business owners, executives, and institutions. Our team provides the highest level of service to our local and national clients in comprehensive financial planning and investment management. Contact us today and let Meath Wealth Advisors help you on your wealth fulfillment journey.

Investment Management

Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

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Carson Group Partners

Carson Group Partners is a network of growth-minded advisors with one common massive transformative purpose: to be the most trusted for financial advice.

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Our Locations

Meath Wealth Advisors is headquartered in Minneapolis, Minnesota. Contact us today to speak with a wealth advisor or financial professional nearest you.

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Insights

Meath Wealth Advisors team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

Market Commentary
Weekly Market Commentary February 20, 2018

Global stocks surged last week as concerns over inflation moderated. The S&P 500 soared 4.3% and produced gains every trading day. The MSCI ACWI also rose 4.3%. The Bloomberg BarCap Aggregate Bond Index gave up another 0.2% on higher inflation news and is now down 2.1% this year.

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Blog
The Advantages of Goal Based Planning

Published by Robert Meath

Over the last two weeks the markets have experienced increased volatility and what some may view as a correction. This comes after 2017 when the markets experienced the least volatile year on record. Perhaps, we got a little spoiled. Where as you can never predict the timing of a correction we were overdue, and we made it a point to discuss this with you during many of our meetings.

Increased volatility certainly brings uncertainty.However, at times like this the advantages of our wealth management process and goal based planning becomes very apparent.

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Market-Update
Video
5 Tips to Survive a Market Downturn

Check out this video for 5 tips to survive a market downturn. Read more

Monthly Newsletter
February Monthly Newsletter: Choosing the Right Trustee

One of the most important decisions to be made when designing your estate plan is who to name in the various fiduciary roles – trustee, personal representative, executor and agent. While a critical decision, it is often given significantly less thought than the design and distribution of your assets. Even a meticulously designed estate plan drafted by an accomplished estate planning attorney will fail to achieve its purpose if the Trustee selected fails to administer the trust properly. Read more

News
Financial Tips 2018: How to get ahead on ...

It’s 2018 and now’s the time to get your finances in order.

To help you and your family make all the right money moves next year, here’s a financial game plan that could help you grow your 401(k), avoid financial ruin and adjust to the new tax rules signed into law by President Trump. Read more

Infographic
Long-Term Care

Do you know someone who has recently been dignosed with dementia or is currently living with this disease? Watching a loved one lose their independence, memories and financial well-being is very difficult. It’s important to know there are many resources and tools available to you. This infographic shares 10 ways you can help your loved ones financially prepare for the impact of dementia. Read more

Blog post
  • Seven Sins of Divorce

    Published by Mark Petersen

    Divorce is one of the most emotional experiences people may contend with in their lives. With the exception of Ross Geller on Friends, most people may only experience divorce once or twice in their lifetime. With limited exposure to the process, it may be easy to get caught up in the moment and fall victim to one or more of the seven sins of divorce. Read more

Weekly Market Commentary
  • Weekly Market Commentary February 12, 2018

    It was a difficult week for investors. Stock markets continued to decline, and bonds also dropped slightly. The S&P 500 fell 5.2%. Global stocks fell slightly lower, with the MSCI ACWI falling 5.7%. The Bloomberg BarCap Aggregate Bond Index continued its decline, dropping 0.1%. The S&P 500 had reached correction levels by falling more than 10% from its high prior to Friday’s rally.

    Read more