Meredith Wealth Planning

Mark always takes care of me, especially since I know nothing about investing. I trust him & he explains anything I need to know. He's a very personable & caring guy. I wouldn't want anyone else to work with.

Mark is an excellent financial advisor for my husband and I. Admittedly, this is not an area I feel very knowledgeable in, but he always takes time to educate me on what we are doing and why. He is very patient and thorough. He would be an excellent fit for a large business mogul or a finance novice like me. Very versatile to his audience!

Mark has great attention to detail and works hard to keep in touch with you all year long. He truly cares about your future and your knowledge of where your at along the way!