Meriwether Wealth & Planning

Meriwether Wealth & Planning

Meriwether Wealth & Planning was established in 2020 by managing partners Jeremy Pendergrass and Andy Pendergrass. Based in Minden, Louisiana, the firm operates as an independent Registered Investment Advisor, legally bound to act as a fiduciary for its clients. The name nods to explorer Meriwether Lewis, signaling the firm's positioning as a guide through financial complexity. The firm delivers discretionary asset management and ongoing financial planning primarily to high-net-worth individuals, trusts, and business entities. Its service stack spans investment management, retirement planning, and tax optimization strategies, with an emphasis on aligning portfolio construction to individual risk tolerances. Meriwether also manages employer-sponsored retirement plans, as evidenced by client testimonials citing 401(k) administration for small businesses in Louisiana. The firm's website highlights a goal-based investment philosophy rather than a benchmark-relative approach, though specific holdings or asset-class exposures are not publicly disclosed. Geographically, its disclosed client base concentrates in Louisiana and extends to Colorado, reflecting a local advisory footprint with select out-of-state relationships. An eight-person team supports the firm's operations, with Jeremy Pendergrass holding the Certified Exit Planning Advisor designation and Andy Pendergrass carrying both CFP and Certified Kingdom Advisor credentials. Tracy L. Campbell, Ty Pendergrass, Caron Humphreys, Mark Green, John Michael Cristler, and Jessica Lewis round out the group. No AUM, aggregate deployment figures, or adjacent investment vehicles are publicly reported. In 2025, the firm continued to serve a client base that includes professionals and family-owned enterprises, evidenced by testimonials from a Minden business owner and a Ruston-based couple. Meriwether's structural differentiator lies in its formal fiduciary obligation as an independent RIA — a posture that legally prohibits commission-driven product sales. This architecture aligns the firm with the post-DOL-rule advisory trend, though at a scale that remains fully opaque to outsiders. The absence of any disclosed AUM or institutional capital relationships positions Meriwether as a deeply private advisory practice operating below the radar of most institutional allocator screens.