Meredith Wealth Planning operates as a fee only firm. The intention of this business model was to remove conflicts of interest that commonly exist between financial advisors and their clients. To take it a step further, a flat fee structure was implemented. This removes the incentive of becoming an “asset-gatherer”. Listen as we talk to Mark Meredith & Zach Joiner about starting the firm, the growth plans for the firm and thier views on leadership.
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