
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
Blog post
- 17 Things You Need to Know About the New Stimulus Package
Congress passed the new $900 billion economic relief and spending bill on Monday. While most of the focus has been on a second round of relief payments to most Americans, there is plenty more in the 5,000-plus pages of the stimulus package.Read more
Weekly Market Commentary
- Market Commentary: S&P 500 Finishes the Year at a Record High, Unemployment Numbers Decrease Slowly
The S&P 500 wrapped up a surprising year with another strong week. The index of large-cap stocks, including dividends, climbed 1.5% and finished 18.4% higher for the year. Figure 1 shows the performance of the S&P 500, ex-dividends, in 2020 and just how far stocks have roared back from their lows.Read more