27+ Years Helping Engineers, Founders & Tech Executives Who Think Differently
Clarity. Confidence. Control.
We serve as a thinking partner for engineers and executives with $2M–$10M+, helping them simplify financial complexity, optimize stock compensation, and plan for financial independence—through a personalized, fee-only approach.
Why Engineers and Executives Choose Us
What Our Clients Say About Clarity, Confidence, Trust & Thinking Partner
Bonnie S.
"Meredith has worked with us for 6 years. We appreciate that she is respectful of our goals and investment philosophy. She is communicative and always clarifies what she understands to be our questions. She is always patient with our questions. Her aide, Kim, is a great help as well. We are very happy working with the Schneider Wealth Management team." Bonnie S.
Chad R.
"We've worked with Meredith for a number of years and we've been very happy with the results. Meredith has done a great job understanding our family goals. She leveraged this knowledge to help set us up with a solid plan that has guided a number of decisions and trade-offs. I would definitely recommend working with Meredith for any individual or couple looking for financial planning support!"
Melissa R.
"I have worked with Meredith since 2019. Highly recommend her. She is both numbers-smart and people-smart, meaning she really listens to you and tailors strategy based on your goals. She is a great communicator, with a special talent for distilling financial situations into clear, concise terms."
A. S.
"I think there is value in going through the process of really thinking about what you want, and what you don't (your fears and your risk tolerance) with a neutral, but interested, third party. The fact finding, getting it all literally on one page, the stress testing of the plan(s), the exploring of possibilities, with data, as opposed to "I want", "I worry about", "I don't know" type conversations are all very helpful.
​
I liked the approach of us ("husband's name" and I) answering risk questions separately and together, and especially liked the follow-up discussion with you where you asked how we responded to specific events like March 2020 and the financial collapse of 2007. It highlighted differences in how we see ourselves versus how we actually behave."
