Effective Game Plan
Advice in Common Language
Straightforward Fees
FORBES TOP-RANKED TEAM
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)?
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.
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.
Our Locations
Meath Wealth Advisors is headquartered in Minneapolis, Minnesota. Contact us today to speak with a wealth advisor or financial professional nearest you.
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
Market Commentary: Initial Jobless Claims at the ...The U.S. economy seems to be returning to firmer footing based on economic data released last week. Initial jobless claims fell to 576,000 and are the lowest they have been since mid-March 2020. The number of people receiving some form of government jobless support dropped from 18.2 million to 16.9 million, based on data from three weeks ago.
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Blog
Nourish SeriesMonthly Webinars to Bring You Greater Financial & Personal Nourishment We got such great feedback from our fall Nourish webinar series and spring COVID videos, that we decided to develop a new live monthly webinar to help bring you more ways to find ease, clarity, and nourishment in your personal and financial lives. Together over the course of the year we are going to bring you discussions with nationally recognized wellness and financial educators to explore important wellness and financial topics. We’ll talk about health strategies, healthy cooking, sustainable investing, how to write your ethical will, medicare, education planning,...read the full article
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Video
Getting the Most Out of Your College ...Carson’s Senior Wealth Planner Beth Schanou and Director of Retirement Research Jamie Hopkins hosted a webinar about how to get the most out of your college savings strategy. Click Here to Watch the Webinar
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Monthly Newsletter
How a 529 Plan Can Help You Save ...Despite an evolving society, college is still a right of passage for many. We pack the family SUV with suitcases and dreams and take the young hopeful on to their next adventure.
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- April Letter from Bob & Kerry: COVID A Year Later; Avoiding 7 Retirement Traps
Happy April! We hope you are staying healthy and nourished as we move into Spring. As we continue to talk with many of you during our reviews, it’s become clear that many of you are cautiously optimistic about the markets but also understand that the road could continue to be a little bumpy. In our April letter, we thought it would be helpful to share some thoughts on the last year, as well as a few thoughts for those of you near/approaching retirement.Read more
Weekly Market Commentary
- Market Commentary: Inflation Could Be On the Horizon, Service Businesses Make a Comeback
Producer prices climbed 4.2% last week (Figure 1). Energy prices contributed to the largest gain since the index rose 4.5% in September 2011. The jobs market continues to see a high level of initial jobless claims while steady progress is being made in reducing the number of unemployed receiving continuing benefits. Last week initial claims rose 16,000 to 744,000 and continuing claims dipped by 16,000 to 3.7 million.Read more
