Meeder Wealth Management is an independent advisory firm that provides tailored investment solutions to help successful families and institutions achieve their financial goals and objectives. We employ a personal, planning-based approach, embrace an open architecture philosophy and provide a disciplined and structured investment process to pursue consistent, long-term outcomes regardless of market environments.
Investment advisory and financial planning services offered through Summit Financial, LLC., (“Summit”) a SEC-Registered Investment Adviser, doing business as Meeder Wealth Management (“Meeder”). The Summit Integrated Financial Planning team includes attorneys and/or CPAs who act exclusively in a non-representative capacity. Neither they nor Summit provide tax or legal advice to clients. Clients should make all decisions regarding tax and legal implications of their investments and plans after consultation with their independent tax or legal advisors. Insurance may be offered through Summit Risk Management, LLC, an affiliate of Summit Financial, LLC.
The views and opinions expressed on this page are solely those of the author and should not be attributed to Summit. Neither the Advisor or Summit are affiliated with LinkedIn, Inc. or the LinkedIn, Inc. service. Any non-Summit URLs or external websites mentioned on LinkedIn are unaffiliated with Summit Financial LLC. We have not verified the information and opinions found on those third-party websites, nor do we make any representations as to its accuracy or completeness. Neither Summit or its affiliates endorse third-party products and services or privacy and security policies. You should review any third-party's policies, terms, and conditions. None of the statements on this page is intended to recommend any security, service, or product or to provide investment, tax, or any other advice. We do not accept endorsements or recommendations.
Company Details
- Employees
- 5
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- https://meederwealth.com/
- Keywords
- offered through Summit Financial.
Meeder Wealth Management Questions
Meeder Wealth Management's website is https://meederwealth.com/
Meeder Wealth Management's LinkedIn profile is https://www.linkedin.com/company/meederwealthmanagement
Meeder Wealth Management has
5 employees.
View email and phone details for 5
employees at Meeder Wealth Management.
Meeder Wealth Management's industry is
Investment Management
Meeder Wealth Management's top competitors are
Journey Strategic Wealth,
Meeder Investment Management,
Harrison Co.,
Homely,
Crux Wealth Advisors,
Q5 Wealth Management,
Summit Financial,
Apollon Financial,
Great Diamond Partners,
Turkey Hill Management, Llc.
Meeder Wealth Management's categories are Investment Management
