Maredin Wealth Advisors

Overview

Maredin Wealth Advisors is an independent, owner-operated registered investment adviser that manages a compact, discretionary book of business focused on individual and family clients with some institutional relationships. The firm’s advisory services center on financial planning, portfolio management for individuals and small businesses, and pension consulting. Management charges fees as a percentage of assets under management and runs client mandates on a discretionary basis. Investment activity is weighted toward liquid public vehicles — mutual funds and public funds are the dominant building blocks — but the firm supplements those with third-party alternative managers where appropriate. Maredin Wealth Advisors does not position itself as an ESG-focused manager and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices