Your Wealth. Your Values. Aligned.

Who We Are

Meriwether Wealth & Planning is a financial advisory firm located in the heart of the beautiful Piney Hills of North Louisiana; however, we serve clients all across the United States. Our passion is seeing our clients work toward and achieve their financial goals.
Our desire is to make planning for your financial future as straightforward as possible. Whether you need investment help, retirement planning, estate planning, or assistance with managing your company’s 401k plan … we can help.
We pride ourselves in developing personal relationships so we can better understand our clients’ unique situations, goals, and objectives. We realize that trust is perhaps the most crucial aspect of the advisor-client relationship, and we will strive to earn and maintain yours.
Meriwether also offers value-based investment options for clients who want their investments to align with their morals, beliefs, and values.

Our Approach

The Meriwether team will work with you to provide guidance, clarity, and confidence as we move forward together in your financial journey.

1

Data Gathering

Having a clear understanding of your financial situation is essential to our process. We work with you to gather the appropriate financial information, as well as help you identify both short- and long-term goals and objectives.

2

Strategy & Planning

Our advisors combine their knowledge and experience to deliver comprehensive planning and well-designed investment solutions to every client. We will assess your financial situation and work with you to create a financial plan and investment strategy that guides our process going forward.

3

The Journey

With a plan and strategy in place, we begin moving forward with implementation. This part of your financial journey will be an ongoing process of navigating the changes that life brings to you - and we are here to help guide you through.