Who are Meredith’s clients?
Meredith Moore's clientele are successful executives, professionals, sales professionals, pre-retirees, and retirees who have created their own wealth and want to maximize their own retirement income, preserve and transition their wealth and values to future generations and are passionate about causes that change the world.

Additionally, our Roswell office was selected to meet the location needs of our OTP (outside the perimeter) clients, while our Sandy Springs location is preferred for our in-town clientele.  We do prefer to work with clients based in Greater Atlanta and North Georgia.

Our clients are intelligent, family-oriented, energetic, down to earth, honest and to the point and are just fun to be around. They think big, expect a lot and want an adviser that understands who they are at the core.

Why does Meredith have a client profile?
We are exclusive because our clients are individuals who want someone to really know who they are, what makes them tick and what they want for their life and their legacy. Our clients desire a quarterback to facilitate a process to make objectives happen in a manner that is not overwhelming. Because this requires in depth and comprehensive service, we limit the number of new clients to 2 to 3 per month, so we can give adequate attention to new and existing clientele.

Just as clients desire working with advisors who are knowledgeable, ethical and compatible in style to assist with their life’s work; I, too, am selective with whom I work because this is my life’s work and my reputation. Therefore we only work with people who are ethical, honest about themselves, care about their future, and want to create a legacy for future generations and/or charitable interests that make a significant impact in the world.  

To those that you refer, you can assure that only after we interview each other and mutually agree that a “fit” exists, would we engage services.  They need not be worried about any obligation when they call to set up an initial appointment. Approximately 90% of our new clients are referred by existing clients and other advisers, while 10% of new clients retain us after an invitation to do so. Since we are referral only, please have them mention that you referred them.