Our Philosophy
It Comes Down To Values-Driven Advice
When talking with clients, we like to say that our philosophy is universal, while our strategies are personal. More simply put: while each client's financial plan is highly personalized, we adhere to four core beliefs that drive everything we do:
- Our clients' best interest comes first, always
We believe that a financial advisor should put the best interest of their clients first and always. As a CERTIFIED FINANCIAL PLANNER™ professional, Ryan has an obligation to make good on this code of conduct and personal belief.
- Financial goals should drive investment decisions
We are financial planners first and foremost. This means that we choose investments based on financial goals, rather than allowing investments to dictate financial decisions.
- Going the extra mile is standard
We do things that wouldn't be “standard” for other wealth managers. We have accompanied clients at the Social Security office on multiple occasions, held investment meetings with young children and grandchildren just getting started, and we have dropped off meals following a hospital visit. We believe that this mindset, along with our always-there accessibility, can provide peace of mind to the people we serve.
- Prosperity is the end goal
We believe that true prosperity is the confluence of wealth, health, and time. At Meeks Prosperity Planning, we work every day to help our clients align these three stars.