Mark Meredith

The Origin Story

Mark started Meredith Wealth Planning in 2019 after nearly 8 years as a financial planner at a community bank, where he was once named by Forbes as one of the top 1,000 advisors in America from the next generation.

But something didn't sit right with him: Clients with larger portfolios were paying exponentially more in fees, even when they required the same, or sometimes less work than clients with smaller portfolios.

The traditional percentage-based fee model created subtle conflicts. Should a client pay off their mortgage? Should they hold cash for an upcoming expense? These decisions become muddied when an advisor's compensation depends on the answer.

So he left to build something better: a firm where the fee stays flat regardless of portfolio size, removing those incentives entirely and allowing advice to be truly objective.

Philosophy

Mark believes financial planning should be about you, your goals, your concerns, your unique situation. Not about maximizing assets under management or selling products with hidden commissions.

He's passionate about helping families understand exactly where they stand financially, using clear visual tools and plain language instead of industry jargon.

Outside the Office

Mark lives in O'Fallon, IL with his wife and four children. When he's not working, you'll find him coaching his kids' sports teams, helping run the household, or planning the family's next adventure.