


Solutions designed for sophisticated investors.
Wealth Management
When it comes to managing your money, you should not have to go it alone. You deserve a go-to advocate—one you can trust to guide you to unique solutions you need for the future you want for your family or business. We journey with you through today’s concerns all the way to tomorrow’s goals through personalized, comprehensive financial planning that puts you first every step of the way.
Please click here to contact your Meeder Wealth Management advisor.
Please click here to contact your Meeder Wealth Management advisor.
Services
Financial Planning
Get where you want to go with a holistic financial plan that aligns with your outlook and values, pivots with your journey, and makes your dreams a reality. Your advisor works with you to plan for retirement, save for college, manage risks, plan your estate, and more.
Investment Management
Find the right investments for you and build an actively managed portfolio to help grow and protect your assets. Your wealth management advisor prioritizes your objectives, reviews your time horizon and risk tolerance, and selects and actively manages your investment portfolio.
Private Wealth
For financial planners, investment advisors and broker-dealers seeking private wealth management services, we create personalized, tax-efficient investment management solutions for your affluent clients.
Retirement Plan Solutions
When your business is looking to create or upgrade its retirement plan, we can help. Investment selection and managed accounts meet the unique needs of plan sponsors and participants and provide fiduciary accountability.
Corporate & Institutional Investment Solutions
Be ready for a dynamic market environment with comprehensive, customized and actively managed investment portfolios that align with your organization’s vision, policies and cash flow needs.
Government Insured Deposit Program
Meeder enables you to fully insure cash balances up to $25 million per tax ID through a network of carefully selected and thoroughly vetted FDIC-insured banks. You gain the potential for attractive yields—with limited market or credit risk –and penalty-free withdrawals every business day.
Approach
01
Understand & Evaluate
We take time to get to know who you are and what you are trying to accomplish, then create a customized plan for your unique financial situation.
02
Define Your Solution
Solutions are created based on our proven strategies and risk-return potential—from conservative, to growth, to customizable Separately Managed Accounts (SMAs).
03
Implement
Once the appropriate solutions are determined for you or your business, our concierge services guide you through each step of the implementation process.
04
Monitor
Our monitoring process does not just reaffirm your original plan. We continually measure your results and adjust investments to help ensure you stay on track.
The Meeder Difference
Our seasoned wealth management team tailors your portfolio around your goals, objectives, and risk preferences. We help invest and protect your assets, deliver strategies for wealth transfer and charitable giving, and collaborate with other members of your wealth management team—including CPAs and attorneys. Our nearly 50-year history of successfully navigating financial markets provides our wealth advisors with a unique perspective in managing your financial needs.

Customization
Your personalized portfolio is designed to align with your outlook and pivot with your changing needs.

Investment Planning
Meeder’s concierge approach to investment planning embraces customized investment portfolios based on growth, defensive equity, and fixed income strategies as well as Separately Managed Accounts (SMAs) that are flexible, tax-efficient, and personalized to match your life stages, values, and plans.

Ongoing Partnership
As your trusted advocate, we build a lasting relationship with you, with regular meetings to discuss changes to the needs of your plan.

Legal and Compliance
Our highly qualified legal and compliance team stays at the forefront of the dynamic, changing regulatory environment to keep you protected.