In the dynamic world of personal finance, our team is evolving to focus on comprehensive financial health. We understand that each generation has its own unique financial concerns and needs, although they may share some commonalities with their predecessors.

The questions that often plague us - “Am I doing okay? What should I be doing? Where do I even start?” - are universal, spanning across generations. It’s easy to feel overwhelmed and assume that everyone else has it all figured out. But the truth is, everyone has questions and there’s no one-size-fits-all approach to financial health.

Our Focus Areas

Wealth Development
Wealth development is about more than just your net worth. It’s about managing budgets, tackling debt, and planning for large life events like marriage, children, and large expenses like childcare. We’re here to guide you through these milestones and help you build a solid financial foundation.

Portfolio Enhancement
Our team doesn’t just manage your assets; we offer a comprehensive analysis of your entire portfolio, including assets held in 401k accounts or elsewhere. We focus on minimizing taxes, optimizing charitable giving, and making the most of workplace benefits.

Risk Management
Risk management is about preparing for the unexpected. We help you navigate the world of insurance, from term insurance and disability to personal liability and long-term care, depending on your unique circumstances.

Retirement Planning
Retirement planning is about more than just saving money. It’s about understanding your retirement income needs, setting realistic goals, and answering the big question: “Will I ever be able to retire?” We’re here to help you find the answer.

Estate Considerations
Estate planning can be complex, but it’s an essential part of financial health. From wills and power of attorney documents to trust needs and inheritance planning, we guide you through the process. We also help with family member care strategies and beneficiary reviews.

Our team is evolving to meet the needs of the next generation, focusing on more than just investing. We’re here to answer your questions, provide guidance, and help you navigate your financial journey. Whether you’re just starting out or looking to optimize your current financial plan, we’re here to help.

We encourage you to reach out to us to learn more and discuss any questions or concerns you may have. We’re here to make financial planning less intimidating and more accessible. After all, we believe that everyone deserves advice that can truly help them.

Merriweather Money Management, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.