Meeder Wealth Management

Dublin, OH

Solutions designed for Insightful Investors

Wealth Management

When it comes to managing your money, you shouldn’t 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.

“I've been a Meeder Wealth Management client for several years. I've entrusted Mike Saraullo and the Meeder team to develop and execute my family's financial strategy. I'm highly impressed with Meeder's talent and technology, and I trust in their ability to navigate our complex and uncertain world. Although Meeder is talented and technically capable, my relationship with Mike Saraullo and the people of the Meeder team is most important to me. I know I'm one of many clients, but I'm treated like I'm the only one they have.”

Matthew Coy Uncompensated testimonial given by current client.

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 history of successfully navigating financial markets provides our wealth advisers with a unique perspective in managing your financial needs.

Customization

Your unique and customized portfolio is designed to align with your outlook and pivot with your changing needs.

Investment Management

Meeder’s concierge approach embraces customized investment portfolios based on growth, defensive equity, and fixed income strategies.

Ongoing Partnership

As your trusted advocate, we build a lasting relationship with you, including leading 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.

Important Notice

You are now leaving the Meeder Wealth Management website and will be entering the Charles Schwab & Co., Inc. ("Schwab") Website. Schwab is a registered broker-dealer, and is not affiliated with Meeder Wealth Management or any advisor(s) whose name(s) appears on this Website. Meeder Wealth Management is independently owned and operated. Schwab neither endorses nor recommends Meeder Wealth Management. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Meeder Wealth Management under which Schwab provides Meeder Wealth Management with services related to your account. Schwab does not review Meeder Wealth Management's website, and makes no representation regarding the content of the website. The information contained in the Meeder Wealth Management website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

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Important Notice

You are now leaving Meeder Wealth Management. Links to other websites are provided for your convenience and information only. When you click on a link to another website you will be leaving this website. The fact that Meeder Wealth Management provides links to other websites does not mean that we endorse, authorise or sponsor the linked website, or that we are affiliated with that website's owners or sponsors. This material is being provided for informational purposes only and is not a solicitation or an offer to buy any security or to participate in any planning or investment strategy. Unless otherwise indicated, the linked sites are not under our control and we are not responsible for and assume no liability for the content or presentation of any linked site or any link contained in a linked site, or any changes or updates to such sites. We make no representations about the accuracy or completeness of the information contained in any linked sites and their privacy and security policies may differ from ours. We recommend that you review this third-party’s policies and terms carefully.

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