Matt Meredith, JD, CFP®

Private Wealth Consultant

Founder of

Meredith Capital Consulting

Consultant Profile

Matt is a financial adviser, financial planner, investment manager, back-office operations manager, and the founder of Meredith Capital Consulting. With more than 15 years of experience, Matt has acquired a wealth of knowledge in selling strategies, the customer experience journey, and the ins and outs of investment management (including both long and short term). He has built a vast network of industry contacts with bankers, brokers, lawyers, lenders, and tax advisors, all of which are available to facilitate the delivery of services connected with wealth management.

Matt is a veteran Certified Financial Planner™ practitioner experienced in managing any sized investment portfolios for individuals, families, business owners, and small businesses. In 2018, his passion for planning and advising led him to pursue a law degree, where he became disciplined in estate planning and tax. Today, Matt provides comprehensive wealth management services to his clientele, where success is measured by the achievement of goals instead of chasing annual returns in a fickle market, year over year.

Areas of Expertise

  • Investment Management
  • Asset Management
  • Estate Planning Strategies
  • Risk Mitigation and Insurance
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Family Finances
  • Charitable Contributions and Gifts
  • Executive Compensation and Benefit Strategies
  • Small Business
  • Retirement Plan Participant Account Consulting


  • Attorney at Law – State Bar Texas
  • CFP® Certified Financial Planner™ Practitioner


  • JD, South Texas College of Law – Houston, 2022
  • BA, University of Houston, 2004

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