Private Client Services
We've earned the trust of our clients by finding solutions that work for multifaceted business and personal financial circumstances. Through one-on-one visits, we’ll develop a keen understanding of your needs and tailor a plan specifically for you.

Meeder Private Client Services provides a holistic client experience including:

  • Investment Management
  • Retirement Planning
  • Social Security Benefits and Planning
  • Employee Benefit Analysis
  • Financial Planning needs

To learn more and schedule a time to speak with a member of our team, contact us.

Advisory services provided by Meeder Asset Management, Inc., registered investment adviser and affiliate of Meeder Investment Management, Inc.

with Meeder Investment Management
(866) 633-3371
(866) 633-3371