About
Meriwether Wealth & Planning is an independent, SEC-registered investment adviser and fiduciary firm based in Minden, Louisiana that provides personalized investment management and financial planning services. The firm operates on a fee-based model and serves individual clients across multiple account types (IRAs, taxable accounts, trust accounts, educational savings plans) as well as small- and medium-sized business owners. Service offerings include comprehensive retirement planning, values-aligned investment strategies for faith-driven investors, business valuations, employer plan consulting, and tax optimization. The firm also offers Waypoints, a subscription-based financial planning program designed for clients in the wealth-building phase seeking ongoing guidance on goal prioritization, debt management, insurance, college savings, and estate planning.