Meeder Wealth Management
Company

Meeder Wealth Management

Investment Management 5 employees
Employees
5
Contacts
2
Emails
2

Meeder Wealth Management Overview

Industry
Investment Management
Employees
5
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities

About Meeder Wealth Management

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.

Meeder Wealth Management Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage

Meeder Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Jp Williams Wealth Advisor Guiding Individuals
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Tricia Mcdermott Senior Wealth Coordinator at Meeder
Email
Ryan Johnson Senior Wealth Advisor at Meeder Wealth
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Mike Saraullo Vice President, Meeder Wealth Management
Email

Employees by Management Level

Senior / Lead 2 profiles
Executive 1 profile
Individual contributor 1 profile

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