The 403(b)wise Fiduciary Advisor Directory

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Education
Advocacy

Scott Dauenhauer CFP®, MSFP, AIF Principal and Owner, Meridian Wealth Management

Scott pledges to sign a fiduciary agreement with clients.

Photo of Scott Dauenhauer

The world of financial planning and investment management can be very complex. It really is another language, one that most don’t want to learn. Our goal is to make the complex seem simple and to help educate you about your money. The decisions you make today in regards to your money will shape your future. Choosing the right advisor is extremely important.

Financial planning is the cornerstone of any good financial relationship, without it you have no direction. Our goal is to provide direction for your goals and to integrate that with your money decisions. Choosing the right portfolio manager for your money today will ensure a bright future. We have a unique portfolio management philosophy that we believe provides the best probability of meeting your goals.

Service and communication are the keys to any good relationship. Choosing a firm with high service standards and reasonable costs will provide you with peace of mind in addition to financial security.

Compensation

  • Hourly rate
  • Annual retainer
  • AUM Fee

Background

  • 20 years of financial experience
  • 17 years of financial planning or investment management for individuals
  • Firm has been in business for 16 years

Contact Information

meridianwealth.com

Qualifications

Certifications

CRD #112845
CPA #65766

Memberships

  • NAPFA
  • AIF/AIFA

Education

BS in Finance, Vanguard University, 1997

MS in Financial Planning, College for Financial Planning, 2005