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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

forbes
News
4 Ways To Improve Your Estate Plan

Most people want to plan for a good life and a good retirement, so why not plan for a good end of life, too? Let’s look at four ways you can refine your estate plan, protect your assets and create a level of control and certainty for your loved ones.

Read More
trade wars and tariffs
Market Commentary
Weekly Market Commentary – November 11, 2019

Last week was quieter following the multiple major data releases and Fed meeting the previous week. England and Australia left interest rates unchanged. U.S. and Chinese trade data showed both economies continue to struggle with the effects of a trade war.

Read More
Donor-advised fund, 2019
Monthly Newsletter
How to Maximize Your Giving with a ...

Many of us have memories of family giving practices. For some, it was that dime from your allowance that your parents said goes to the church. For others, it was the yearly (or more often) volunteering trip to help out at the local mission/soup kitchen. Or it might have been a policy of giving one toy to Goodwill for every new one you received as a gift. 

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inancial planning, compound interest,
Blog
Compounding Wealth (and Wisdom)

No single strategy works forever, but you also don’t want to change your approach every time the markets shift slightly. How does investing work – not just for a season or a year or two, but for a lifetime? Time is a major factor when it comes to successful investing.

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Q4 2019
Video
Quarterly Market Outlook: Q4 2019

Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.

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Infographic
Small Business Owners

199A Deduction – Big Change for Small Business Owners Two-hundred-forty-seven pages later, we have one large IRS document and a whole lot of questions. For small business owners, 199A deductions are complex. Do you fall into the 95 percent of small business owners covered? When do 199A deductions expire? What are the income ranges? Learn more about 199A deductions and how you might be affected in our infographic.

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Blog post
  • 4 Tips to Take Your 401(k) to the Next Level

    The best kind of money isn’t old, new or even tax-advantaged – it’s free money! If your employer has a 401(k) program, they probably have a matching plan. Know what that is and make sure you max it out. They’re essentially giving you money, which you never want to turn down.Read more

Weekly Market Commentary
  • Weekly Market Commentary – November 4, 2019

    Last week was the business economic data week of the year. The Federal Reserve cut interest rates for the third consecutive meeting. Third-quarter GDP grew 1.9%, beating expectations of 1.6% while still falling short of 2% because of weakness in trade and business investment.Read more