"Building a Conflict-Free Financial Advisory Firm: The Meredith Wealth Planning Journey | Mark Meredith & Zach Joiner, STL Leaders Podcast" 00:10:00
Mark Meredith is a co-founder of Meredith Wealth Planning, operating as a fee-only financial advisory firm dedicated to eliminating conflicts of interest in client relationships. With a commitment to transparency and ethical practices, Mark spearheads the firm's strategic initiatives and growth plans. His leadership focuses on delivering comprehensive financial planning services under a flat fee structure, ensuring client interests remain paramount. Mark brings extensive expertise in financial advisory and a passion for innovative business models that prioritize client welfare. Zach Joiner is a co-founder of Meredith Wealth Planning, where he collaborates with Mark Meredith to lead the firm's operations and client service strategies. Committed to the firm's mission of removing incentives for asset gathering, Zach emphasizes a client-centric approach rooted in integrity and trust. His leadership role extends to guiding the firm's growth trajectory and fostering a culture of excellence in financial planning and wealth management. Zach's dedication to ethical standards and innovative business practices underscores his commitment to reshaping the financial advisory landscape.