Maredin provides bespoke financial services tailored to high-net-worth individuals, families, and entrepreneurs, particularly of small and medium-sized businesses.  We offer a concierge-level commitment to personal attention and strategic expertise across every phase of the wealth lifecycle. Our mission is to ensure you feel confident in your financial direction, supported by a partnership built on trust, care, and unwavering dedication.

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Operating as a strategic wealth management firm, we meet clients exactly where they are. Whether you're refining your current wealth strategy, planning for a major liquidity event, or transitioning into a more comprehensive structure, we specialize in helping business owners prepare for and execute successful exits, while optimizing the financial vehicles available to them both before and after a sale.

We place a strong emphasis on retirement plan design and implementation, particularly IRA's,  401(k) plans and Cash Balance Plans, as core tools for building long-term wealth while enhancing tax efficiency. For business owners, these strategies can meaningfully increase annual savings capacity and create a more optimized, institutional-level retirement structure.

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From exit strategy planning and tax-efficient deal structuring, to post-exit investment management, estate planning, insurance, and philanthropic advisory, we help you navigate complexity with clarity, ensuring your wealth is protected, optimized, and aligned with your long-term vision.

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​​​​​Our Services
 

Wealth Management 
We provide strategic guidance across all facets of your financial life, investment management, tax planning, estate structure, and risk oversight, ensuring each element works in concert. From liquidity events to long-term legacy planning, we serve as your trusted partner at every stage.
 

 Custom Financial Roadmaps: Strategic financial plans tailored to your business and personal objectives, to help you attain your long-term goals.

Investment Management: Sophisticated strategies to grow and protect wealth long-term, across market cycles.

Tax Optimization: Structuring strategies to reduce tax liability, including entity planning, trust vehicles, and pre-sale positioning.

Exit Strategy & Liquidity Planning: Guidance through valuation, business exits, liquidity events, and wealth realization, structured for tax efficiency and long-term growth. 

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Retirement & Qualified Plan Solutions

We specialize in designing and managing sophisticated retirement structures that maximize both long-term wealth accumulation and current tax efficiency. For business owners and high-earning individuals, these plans are more than savings vehicles, they're strategic tools for wealth preservation and tax reduction.
 

401(k) & Profit-Sharing Plans: Customized retirement plans engineered to meet the needs of your business while maximizing deductible contributions and empowering employees to build meaningful financial futures.

Cash Balance Plans: Defined benefit plans tailored for high-income earners seeking to accelerate retirement savings well beyond traditional limits, ideal for firms with consistent cash flow and owners seeking six-figure annual deferrals.

IRAs & Rollovers: Integrated strategies for managing Traditional, Roth, and SEP IRAs, including rollover coordination and tax-aware contribution planning, ensuring every account supports your broader wealth architecture.

Plan Optimization & Compliance Oversight: Ongoing fiduciary guidance and plan reviews to ensure your retirement structures remain compliant, efficient, and aligned with evolving business or personal goals.

Whether you're starting fresh or enhancing an existing plan, we help you turn retirement accounts into high-impact financial engines, built for growth, structured for efficiency.