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7 Secrets to Accumulating Your First Million
4 common mistakes people make with their first million
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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)?

Next

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.


    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

    Blog
    Reflections from 2020

    It goes without saying that 2020 presented unique challenges, with COVID touching nearly every area of our lives. Of course, it wasn’t just our daily routines that were impacted. The economy and our investments saw unprecedented swings in 2020. As we enter a new year, we wanted to take a minute to look back on 2020, reflecting on the planning and investment strategies that were most impactful and even more importantly reflect on the lessons that we have learned. Not surprisingly, what remains true on the financial side is that core wealth management principles were as important as ever.  

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    Markets Start Strong
    Market Commentary
    Market Commentary: Markets Start the New Year ...

    The vivid pictures and appalling actions in Washington, D.C., Wednesday captured the attention of the globe, but not the interest of markets. The Democratic sweep in the Georgia Senate races didn’t attract a lot of interest from investors either. Neither were markets fazed by the first loss of jobs in a monthly employment report since the recovery began.

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    Improve Financial Plan
    Monthly Newsletter
    Help Improve Your Financial Plan This Year ...

    It’s no secret that many people do not keep their New Year’s resolutions. Every year around this time, gym memberships go up and personal planners fly off the shelves. A few weeks later, the planner gets left on the train and the gym, well, it’s just so far out of the way! New Year’s resolutions have a whopping shelf life of about a month, and only 20% or so make it further.

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    Video
    Year-End Tax Planning in 2020

    Join Jamie Hopkins, Director of Retirement Research at Carson, as he offers insight into how this year’s events might affect your financial strategy or estate plan.  Click Here to Watch the Webinar

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    Weekly Market Commentary