310 Wealth Planning, LLC

Financial Services & InvestmentsConsultants - GeneralFinancial ConsultantsInvestment & Financial Services

Hours:

M-F 8am-6pm

Driving Directions:

Instead of meeting with clients in an office conference room with uncomfortable seats and pens that don't work, we prefer to meet clients where they are, whether over lunch or in a living room!

About Us

310 Wealth Planning, LLC was founded in 2022 by Caedmon Meisenheimer. Since our inception, we have offered relationship-based financial planning and wealth management services to families, individuals, and businesses. Instead of meeting with clients in an office building conference room with uncomfortable seats and pens that don't work, we prefer to meet clients where they are, be it in a local coffee shop, over lunch, or in a living room! We believe that money is a tool to impact the world around us, and the way that we steward that money matters.

We would love to get to know you, in doing so, we offer a free second opinion on your current portfolio or financial plan. For businesses, we offer a free benchmarking service to ensure that you and your employees are paying appropriate fees in relation to the current market. For any questions, reach out to Caedmon Meisenheimer at 269-399-4919 or visit 310wealth.com!