Meredith Farris

Background

About Meredith Farris

As a Certified Financial Planner™ CFP®, I bring an advanced level of knowledge, education, and credentials to guide you with wealth management. I believe that affluent individuals who are serious about their long-term financial success often find that working with a CFP® can provide the strategies for more complex and sophisticated financial needs. I pride myself on my commitment to using an overall consultative approach to my client's Wealth Management. They understand wealth management is about a lot more than just their investment portfolios. It is not a one-time event, but rather an on-going service that includes consistently monitoring your overall strategies. In addition to proper investment allocation, I strive to ensure you have the appropriate choices in place for your retirement planning, risk management, and estate planning and tax strategies. My goal in working with you is to help give you more time and fewer concerns. I look forward to getting to know you and your family. Please visit my website for more information.