The Meakem Group

Name

The Meakem Group

Legal name

The Meakem Group

Website

https://themeakemgroup.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industries

Discretionary Portfolio Management (DPM) (FSAAABAC), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

Keywords

• Financial planning services
• Retirement income planning
• Investment advisory services
• Estate planning guidance
• Wealth management advisory

Headquarters

HQ city

Bethesda

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Financial Advisory Fees: Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Receives fees for financial planning and investment advisory services provided to clients.
2. Securities Commissions: Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Earns commissions on securities transactions and financial products sold to clients.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels6 records

Core offering

The Meakem Group is a financial advisory practice that delivers personalized financial planning, retirement planning, estate planning, and investment management services to individuals and families across all life stages. The firm operates under the umbrella of Raymond James Financial Services, Inc., using a "kitchen table approach" that begins with personal conversations to define client goals and crafts customized plans supported by proprietary frameworks such as the Four Buckets Investment Strategy and a six-step Goal Planning Process.

Product overview

The Meakem Group is a financial advisory firm operating as part of Raymond James Financial Services, offering comprehensive financial planning services through a 'kitchen table approach.' The core offering consists of personalized financial planning integrated with the Smart About Money™ educational platform, which provides resources organized by life stage. The firm's methodology centers on the Four Buckets Investment Strategy and Goal Planning Process, supported by the Connected Client portal for client account access. Additional services include estate planning, long-term care insurance guidance, and retirement planning, with educational resources like the Dream Book exercise, Raymond James Market Report, and Worthwhile Magazine. The firm primarily serves individuals across different life stages from ages 20-70 and beyond.

Differentiator

Problem solved

Functional benefit

Brands

• Smart About Money™: A financial literacy program and library of resources organized by age groups (Ages 20-35, 35-55, 55-70, 70+). Includes blog posts, videos, and downloadable content.

Products and services

• Financial Planning Services Personalized financial advisory services using a kitchen-table approach to help clients define goals, build customized plans, and manage retirement planning, estate planning, and investment management across life stages.
• Smart About Money™ Educational Platform Trademarked educational resource platform offering articles, videos, and downloadable resources organized by life stage, covering financial literacy topics from getting started to retirement and estate planning.
• Connected Client Portal Client access portal providing tutorials and direct account access for existing clients to manage their financial accounts and access planning resources.

Named customers1 record

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• Raymond James Financial Services, Inc.coreStrategic or Co-development PartnerSecurities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. The Meakem Group is separately owned and operated and not independently registered as a broker-dealer or investment adviser. This partnership provides the regulatory infrastructure and custodial services for the advisory practice.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Emerging players

• Personal Capital (Empower): Hybrid digital wealth manager combining automated planning tools with human advisors, serving mass-affluent to HNW clients. Comparable in blending tech-enabled planning with personalized advice, but with a national digital brand versus The Meakem Group's local presence.
• Facet Wealth: Digital-first financial planning firm serving mass-affluent clients via remote CFP® advisors and a flat-fee model. Directly comparable in targeting middle-market individuals but delivers advice through a tech-enabled remote model rather than local kitchen-table meetings.

Direct peers

• Cetera Financial Group: Independent advisor network offering broker-dealer and RIA services to small and mid-sized practices. Comparable in target market (mass-affluent to HNW individuals), platform model, and advisor-led financial planning focus.
• Carson Group: National RIA and advisor support platform that, like The Meakem Group, combines a branded educational content engine with a coaching/methodology layer for affiliated advisors. Both target mass-affluent individuals and emphasize advisor-led financial planning over product sales.
• Hightower Advisors: National RIA built by aggregating independent advisor teams onto a shared platform with co-branded marketing and content. Highly comparable in structure to a small Raymond James-affiliated practice aspiring to grow via advisor recruitment and a unified brand.
• Commonwealth Financial Network: Independent broker-dealer and RIA platform supporting small advisor practices with compliance, technology, and marketing support. Directly comparable to The Meakem Group's relationship with Raymond James as a 'separately owned' practice on a larger platform.
• Cambridge Investment Research: Independent broker-dealer supporting thousands of small advisor practices with back-office, compliance, and marketing infrastructure. Comparable platform structure to The Meakem Group's Raymond James affiliation.
• Savant Wealth Management: Mid-sized independent RIA offering comprehensive financial planning and investment advisory services to individuals across life stages. Comparable in service mix and life-stage client focus, though larger in headcount and AUM.

Broad incumbents

• Mariner Wealth Advisors: Large national RIA offering comprehensive financial planning, retirement, and estate services with proprietary content and advisor teams. Comparable in service mix (financial planning, retirement, estate) but operates at much greater scale and with institutional ownership.
• Edelman Financial Engines: Large national RIA offering financial planning and investment management to mass-affluent and HNW households, with proprietary planning technology. Overlaps in target market and planning-first approach, but operates at vastly greater scale.

Market position

Strengths4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/channel/UCsOLwz5enEvSxidyjyKZKvg
• Facebookfacebook.com/MeakemGroup
• LinkedInlinkedin.com/in/tracirichmond

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Meakem Group