We are focused on your financial future.

We understand that each one of our clients is unique.  That is why we offer a full spectrum of asset management services, strategies and solutions to help you reach your financial goals. These services include:

Individual Portfolios

We provide active management for your individual portfolio. We have access to any fund in the mutual fund universe including The Flex-funds^® family of mutual funds.

Trusts

We evaluate the role of a trust within your overall financial plan, help you determine a strategy that is comprehensive with your objectives and then manage it.

Cash Management

We offer short-term cash solutions focused on increasing your net yield while also preserving your capital. Our cash management option includes free check writing, a low expense ratio and no limits on withdrawals or deposits.

Individual Retirement Accounts

For individuals saving for retirement, we can also assist with the active management of assets in your IRA account.

Retirement Plan Services

Retirement Plan Services through Meeder Financial is a convenient, flexible way to offer your employees a broad spectrum of investment options across a diverse group of funds. We handle a lot of the details so you don't have to. This means plan trustees can spend more time focusing on the plan itself and less time on administrative tasks.