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Adam J. Meinrod, CFP®

Meinrod & Leeper Wealth Management

9822 Tapistry Park Cir
Ste 202
Jacksonville, FL 32246
Phone: (904) 642-3257

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Getting Divorced
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Sudden Wealth

 

How Planner Charges

Considerations: Our specialty is securing retirement income by systematically managing investment risk.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.