Who We Are
Meath Wealth Advisors is an financial advisory firm located on Nicollet Mall in the heart of downtown Minneapolis.
We have clients that have been with us for over 30 years and serve families across 3 generations. The relationships we have developed across this time are meaningful to us both professionally and personally. Our long-term relationships allow us to be an important partner in moving through life’s major milestones and surprises.
We take the trust placed in us from our clients seriously and are grateful to have developed such deep relationships with our clients. We believe our best planning is always a combination of well researched strategies combined with personal experience.
Core Values
Integrity
Independence
Continual Learning
What Makes Us Different
WE WANT TO HELP YOU KNOW MORE AND FEEL BETTER ABOUT YOUR FINANCES, AND TO HELP MAKE YOUR LIFE EASIER.
We know that taking care of finances in your modern life can be stressful and confusing. We’ve designed Meath Wealth Advisors to do just that. Our approach helps put people at ease. People trust us because we help them understand, and that understanding helps them feel better through various times of up and down markets.
We spend a lot of time together understanding where you are at and addressing your questions and concerns. On top of that we strive for excellent service. From our client portals, to our virtual meetings, secure vault storage, collaboration with your accountant and attorneys, and responsive service we help make sure our relationship is impactful and easy for you.
Equally important we act as a fiduciary. We always act in your best interest. As a family team ourselves, we try to provide the best to our clients and their families.
Finally, we bring our unique backgrounds in health and wellness to everything we do, helping you feel more clarity and ease around your finances.
GET STARTED
Start with a complimentary consultation with us to see if we are a good fit for one another. If we are not the best fit for you, we will provide you will referrals who might be.
Fees
YOU HAVE WORKED HARD FOR YOUR MONEY AND YOU SHOULD UNDERSTAND HOW YOU’RE SPENDING IT.
We allow you to choose how you engage with us, and to choose the structure that best fits for you. In both models we manage all aspects of your finances, coordinating with your attorney’s and CPA’s, and becoming your go-to in understanding how to get everything in place to help reduce your financial stress, freeing you up to spend time doing what you love. Fees will always be agreed upon in advance.
Generally, the monthly fee for your planning will be the larger of:
% OF YOUR INVESTMENT
1% of the balance of your investment assets divided by 12 (discounted rates apply on asset levels over $1,000,000), recalculated annually.
FLAT FINANCIAL PLANNING + 1 TIME FEE
Financial planning fees start at $350 monthly, plus a one time fee starting at $2,000. Fees are based on your individual situation and complexity
For information related to your personal situation, please review the signed Financial Planning & Consulting Agreement, Investment Advisory Agreement and/or any official records.
Download a Complimentary Resource
3 Methods to Not Run Out of Money
4 Mistakes People Make With Their First Million