Caedmon Meisenheimer, AAMS®

Caedmon Meisenheimer is the Founder and Financial Advocate at 310 Wealth Planning, LLC, based in the Greater Kalamazoo Area. He specializes in assisting business owners and young professionals in navigating their financial challenges through a personalized approach known as The Stewardship Method™. This method aims to help clients protect and grow their wealth while fostering a purpose-driven life.

Professional Background

• 310 Wealth Planning, LLC: Founded in August 2022, Meisenheimer developed this firm to simplify financial planning for his target audience, addressing modern complexities that differ from traditional financial strategies. His focus includes:

  • Business exit strategies
  • 401(k) and Roth conversions
  • Cash flow planning
  • Liquidity events
  • Tax minimization
  • Estate and trust planning

• Previous Experience:

  • First United Credit Union: Worked as a Financial Partner from August 2021 to February 2023.
  • Streamline Financial Services: Served as LinkedIn Manager from July 2019 to August 2020.

Education

Meisenheimer holds two Bachelor's degrees from Cornerstone University in Marketing and Business Finance, both completed in 2023.

Certifications

He is certified as an Accredited Asset Management Specialist (AAMS®) and has passed the Series 65 Uniform Investment Advisor Law Exam.

Philosophy

Meisenheimer emphasizes the importance of discerning reliable financial advice amidst a plethora of information available today. His goal is to empower clients to make informed decisions that align with their values and aspirations.

For more details, you can find his profile on LinkedIn under the username caedmon310 .1