About Meriwether Wealth & Planning

Our firm’s name, Meriwether, was inspired by Captain Meriwether Lewis, one of the leaders of the famous Lewis & Clark expedition of the Louisiana Purchase. Just as Meriwether Lewis and his party opened the door to the western expanse of the United States – through collaboration, discovery, and diligence – we want to be our clients’ “trusted financial guides” as we help them navigate the events, challenges and opportunities that lie before them.

Meriwether is an independent Registered Investment Advisor (RIA) firm. We are a fiduciary, which means we are legally and ethically obligated to act in our clients’ best interests. This means that we put our clients’ needs ahead of our own. One of the ways we achieve this is by utilizing a fee-based model rather than a commission-based structure.

Our Team

Jeremy Pendergrass, CEPA

PRESIDENT / PARTNER / FINANCIAL ADVISOR

Andy Pendergrass, CFP®, CKA®

PARTNER / FINANCIAL ADVISOR

Tracy L. Campbell

PARTNER / FINANCIAL ADVISOR

Caron Humphreys

DIRECTOR OF OPERATIONS

Mark Green, CFP®

FINANCIAL ADVISOR / PLANNING SPECIALIST

John Michael Cristler

FINANCIAL ADVISOR

Jessica Lewis

CLIENT SERVICE SPECIALIST