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: Amid High Worker Demand, Job ...July job openings increased to 10.9 million, up 779,000 from June. The record number suggests weaker August job growth was partly related to a low supply of workers and demand for workers remains robust.
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Video
How to Manage Your Health Savings AccountWatch this webinar hosted by Carson’s Managing Partner of Wealth Solutions, Jamie Hopkins, and Senior Wealth Planner, Beth Schanou, to learn more about how to manage your health savings account. Click Here to Watch the Webinar
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Blog
Creating Awareness Around Life InsuranceThere’s an old saying that with the stroke of a pen we have the ability to affect generations upon generations of lives.
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Monthly Newsletter
Got an HSA? Learn How to Maximize ...Are you healthy? Or are you anticipating some hefty medical bills coming up? Or do you want to save money in a tax-advantaged way for future medical expenses? If so, a health savings account (HSA) might be a good choice. An HSA is a tax-favored savings and investment account that’s used for qualified health care expenses and tethered to high-deductible health plans (HDHPs).
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- 5 Tax Changes We Are Reviewing for Clients
In line with our desire to make your financial life less stressful, we do our best to share those planning items with you that are most relevant for your situation. We find that when we share the kitchen sink it’s easy to get overwhelmed and forget the important points. However, behind the scenes we are considering and reviewing many different legislative proposals and potential planning opportunities that may apply to your situation. With so many potentially big changes on the horizon, and the potential sunset of some provisions from the Tax Cuts and Jobs Act in 2025 we thought we …Read more
Weekly Market Commentary
- Market Commentary: U.S. Job Creation Slows, Emergency Unemployment Benefits Expire For 7.5 Million People
The U.S. economy produced just 235,000 new jobs in August, missing expectations of 725,000. Unemployment dipped to 5.2%. Average hourly earnings rose 0.6%, partly because wages continue to rise more rapidly compared to the pre-pandemic pace.Read more
