MeadowlarkWealth

Ignore Wall Street. Keep More of Your Money.

 

Let's face it. It's tough not be swayed by the chatter of the markets. Breathless headlines tell you it's time to sell or buy. And most of the time, this is all noise. Yet too often it works and scares people into making hasty and costly choices. That's where Meadowlark Wealth comes in. 

 

Wealth Management and Financial Planning

Rather than chase the latest hot investment of the moment, we sit down (or Skype) with you to discover what's important to you. By looking at your overall financial situation and expectations, together we can develop a plan that will help you reach your goals, whether it's a secure retirement, saving for your children's education and more. 

 

Investment and Portfolio Management

We generally recommend low-cost, tax-efficient, index and asset class funds for client portfolios. Why pay extra for "actively managed" funds that  yield the same results?

 

401(k) and Retirement Plans

Making smart choices about your 401(k)s and IRAs savings accounts can be one of the most important steps you can take in securing your retirement. Let us help keep you on track.

 

No Commissions, No Hidden Charges

We're fee-only, meaning you pay us only for the time spent on your account.  We sell no products, receive no commissions of any kind and don't charge for assets under management. In fact, we don't directly manage your money, you do.