Meeder Wealth Management

Dublin, OH

Financial Planning

To get from where you are now to where you want to go financially, you need a plan. We will help you develop and clarify your financial goals and priorities. Together, we’ll create a customized, comprehensive financial plan that leverages both our insights and industry leading tools to help you navigate all stages of your financial journey including retirement and college savings, risk management, and even distribution of your estate when the time comes.

  • Financial Planning
  • Retirement
  • College Savings
  • Retirement Income Distribution
  • Investment Planning
  • Risk Management
  • Estate Planning

Investment Management

Investment planning involves far more than just selecting investments. We work with you to help identify and prioritize your goals and objectives, as well as review your time horizon and risk tolerance, and ensure your portfolio is properly aligned with them. We then determine what allocation of strategic and tactical investment management may be appropriate for your individual situation. Finally, we determine which investment vehicles should be used as we create your customized portfolio.

Corporate Investment Solutions

Meeder Wealth Management provides solutions for corporate and institutional investment programs that offer the detailed expertise, scale and sophistication to uphold your organization’s specialized vision and target outcomes. We can assist with building a comprehensive investment portfolio including:

  • Operating Funds- Our team works with you to not only streamline the investment process, but also develop custom strategies to efficiently manage day-to-day operating funds while adhering to the three principles of safety, liquidity, and yield.
  • Project Funds- We work with you to fully understand your project and then build a portfolio designed to meet the unique liquidity needs of the project. Additional interest income can help bridge gaps in cost or allow for expansion of the project scope.
  • Consulting Services- Our team of highly trained financial advisers share independent intelligence on industry best practices and investment options. 
  • Retirement Plan Management- We serve as a 3(38) consultant and investment advisor to retirement plan sponsors, providing solutions designed to help plan participants achieve a more secure financial future.
  • Custom Portfolio Management- We provide customized separate account portfolios that are designed to achieve your goals with a focus on risk management, investment selection, and tax efficiency. 

Retirement Plan Solutions

Retirement plans for growing businesses are fraught with complications. You want to give your employees a way to accumulate wealth, while assuring that the complex maze of paperwork and compliance is covered.

Consider it solved with retirement plans from Meeder for your company or institution. Turn to our investment professionals to create a unique plan that’s optimized for your business and helps improve employee retirement outcomes.

Your Meeder team brings the expertise that small and midsize companies need for designing and managing retirement plans including 401(k)/403(b). As a 3(38) investment manager, we can direct and monitor your plan investments, minimize risk, and provide fiduciary accountability. Put our nearly 50 years of investment management success to work for you today.

Our Services

Individuals

Financial Planning

Get where you want to go with a holistic financial plan that aligns with your outlook and values, and pivots with your journey. Your adviser works with you to plan for retirement, save for college, manage risks, plan your estate and more.

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Investment Management

Find the right investments for you and build an actively managed portfolio to help grow and protect your assets. Your advisor prioritizes your objectives, reviews your time horizon and risk tolerance, and selects and actively manages your investment portfolio.

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Businesses

Corporate Investment Solutions

Be ready for a dynamic market environment with comprehensive, customized and actively managed investment portfolios that align with your policies and cash flow needs.

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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.

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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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