Matt Chapman - Raymond James

Meridian Wealth Advisors is a trusted and independent firm based in Austin, TX, dedicated to serving high net worth clients. They offer comprehensive wealth planning services, including investment management, tax planning, and estate planning, with a focus on delivering a customized and exceptional client experience. With a commitment to objectivity and fiduciary responsibility, Meridian Wealth Advisors provides prudent and disciplined advice, ensuring consistent communication and the protection of client privacy. As a fee-only firm, Meridian Wealth Advisors prioritizes the best interests of their clients, striving to mitigate any potential conflicts of interest. Their team of experienced professionals is driven by higher standards, offering independent and objective recommendations that align with the unique needs and goals of high net worth individuals. With a dedication to delivering exceptional service and a comprehensive wealth plan, Meridian Wealth Advisors is the trusted partner for managing wealth and achieving financial success.Generated from the website

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Weinheimer Wealth Management is a boutique wealth management services firm based in Austin, Texas, specializing in financial planning strategies and investment management services for high net-worth individuals and small business owners. With over twenty years of experience, their team of Certified Financial Planners (CFP) is dedicated to meeting the unique needs of their clients by providing disciplined asset management services, independent and objective advice, cutting-edge technology, and a comprehensive planning approach that encompasses investments, insurance, legal, and accounting needs.Generated from the website