Meredith Flautt, Jr., AIF®, CPFA®, CKA

I have been in the financial industry for over 40 years. With a wealth of experience behind me, I have spent my career specializing in financial and investment planning, with a particular emphasis on Estate Planning and 401k services.

I graduated from Hanover College and have earned certifications as an Accredited Investment Fiduciary, a Certified Plan Fiduciary Advisor, and a Certified Kingdom Advisor. My extensive background in the industry has given me a deep understanding of the unique challenges that individuals and businesses face when it comes to financial planning.

I believe in developing long-lasting relationships with my clients and acting as a trusted guide through their financial journeys. I take pride in my ability to provide comprehensive and holistic analysis that is tailored to the specific needs of each individual client.  I’m especially interested in engaging clients in their charitable giving, and I serve on the advisory board of TheSignatry.com

Outside of work, my family is my heart and passion. I grew up in Nashville and now reside in Franklin, TN with my wife Christy, where we have a small farm and an old renovated farmhouse. We have been blessed with 7 children and 12 grandchildren, and any moment I can, I love spending it with them.