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Q: “Why do I need a financial planner?”

Everything that a financial planner knows is on the internet. Anyone can DIY their finances. But for some… It’s worth it to have someone standing beside them and looking ahead. It’s worth it to have an extra sounding board for life’s biggest decisions. It’s worth it to have someone to convince you to stick through the storm when life gets tough. Schedule a meeting.

Q: “Why should I work with you over the guy down the road?”

While the traditional “ financial advisor ” may not work with you because you don’t have $500k or $1M or $10M… We work with everyone , regardless of the number in your retirement account. We believe that everyone deserves access to quality financial advice. In addition, most “ financial advisors ” are “ asset managers ” or “ life insurance salesmen ” in disguise. Not us. We actively advocate for your best interests throughout all 9 areas of your financial life: Cash flow, debt management, tax planning, life planning, retirement planning, investments, insurance, estate planning, and generosity. Learn more about how we’re different.

Q: “Are you a fee-only financial advisor?”

At 310 Wealth Planning , we have chosen to not be fee-only. As CFP® professionals, we’re bound by the CFP® Board’s Code of Ethics and Standards of Conduct – which means we are required to always act in your best interest. To do that well, we believe we shouldn’t limit the tools, strategies, or services available to you. Choosing not to be fee-only gives us the flexibility to tailor advice to your unique situation – not just a business model. Because of that, we believe our guidance is not only comprehensive – it’s truly unbiased. Learn more about our process.

Q: “Do I need a certain amount of money in order to work with you?”

Nope! We have no asset minimums, and work with all clients regardless of the number in their investment account. In fact, some clients have even decided to hire us for planning, and trade their own accounts. We welcome it. Schedule a meeting.

Get started

Do you ever ask yourself…

We help with this.

Find out how

**You deserve a real plan.

A plan that gives you clarity.**

Your financial plan gives you clarity, direction, and it highlights your purpose.

Most financial advisors might focus on how much of your investments they manage, planning for retirement, and selling you a life insurance policy (if you’re unlucky enough.)

We do things differently. All 9 aspects of your financial life are important – and it matters how you mesh them together.

Meet the 9 Components

Read the success stories

Here are 3 examples of clients we have helped.

Matthew

Sales professional with student loan debt

Jordan, Macey, and Olivia

Young family business owner needing direction

Daniel and Nicole

Empty nesters looking to maximize their next life stage

The background: Matthew is 24 and single. He works in the real estate industry on a low salary with high commission options. Even with his income potential, he has struggled to make significant progress towards saving for his future. His main goal is to aggressively allocate money towards his student loan balance.

The background: Jordan and Macey are 28 and 25. They have one child – Olivia. Jordan owns a blue collar service based business with high income during summer months, and lower income during winter months. He has multiple contracted employees and pays himself a monthly salary. Macey is a stay at home mom.

The background: Daniel and Nicole have successfully raised 3 wonderful children. Daniel is the owner of an architecture and engineering firm. Nicole is on staff at their local church. With their kids in college and personal expenses lower than they’ve been in years, they want to make this next transition into retirement count.

Read the full stories

Take what you think you know about financial planners...

and throw it out the window.

(in a good way)

Learn who we are

310 Wealth - by the numbers

      EXCELLENT  
   Based on 8 reviews 
    
 
 
 
   
 
 
       Posted on Google  
   
   Steve D 
 January 6, 2026
 
 
 Trustindex verifies that the original source of the review is Google. I love working with Caedmon! He is knowledgeable and helpful but so much more than that - He cares about me, my family, and my future. This is what sets him apart.
  
 
      Posted on Google  
   
   Grady S 
 December 31, 2025
 
 
 Trustindex verifies that the original source of the review is Google. My wife and I couldn’t be happier with the service we have received from 310 Wealth Planning. I’m at best a novice investor and most certainly less than trusting when it comes to someone handling my money. Caedmon made us both feel at ease and confident about the direction in which we are going. Very thankful!!!
  
 
      Posted on Google  
   
   Kim R 
 December 11, 2025
 
 
 Trustindex verifies that the original source of the review is Google. Caed came to my Dad's house, was friendly and courteous, listened and clarified what he heard. He gave us some good advice and we're very pleased to have met with him!
  
 
      Posted on Google  
   
   Heath T 
 November 12, 2025
 
 
 Trustindex verifies that the original source of the review is Google. I’ve had an amazing experience with 310 wealth planning. Caedmon walked me through everything and has been extremely attentive and informative. Highly recommend!
  
 
      Posted on Google  
   
   Jonah B 
 July 21, 2025
 
 
 Trustindex verifies that the original source of the review is Google. Caedmon at 310 Wealth went above and beyond to resolve a $75 fee issue created by a third party. His attention to detail and client first approach was a game changer. I highly recommend his services for anyone looking for a financial planner!
  
 
      Posted on Google  
   
   Austin M 
 February 10, 2025
 
 
 Trustindex verifies that the original source of the review is Google. Caed takes a clear, personalized approach to the work he does for himself AND others, and this makes him truly unique. Caed is kind, listens intently to everything you have to say, is easy to talk to, has great attention to detail, and, most importantly - does what he says he is going to do. He is a true professional who cares about the people he works with, and he provides practical & tactical advice that’s easy to implement. If you are a business owner (or any business professional for that matter), who is seeking financial clarity & a solid strategy, I highly recommend that you reach out to Caed & have a conversation.
  
 
      Posted on Google  
   
   Lukas G 
 September 26, 2024
 
 
 Trustindex verifies that the original source of the review is Google. Very Impressed with 310 Wealth Planning. I appreciate the intentionality, transparency, and communication I have received while working with Caedmon. His professional opinion gives me an immense amount of clarity and sense of financial accomplishment. Through working with Caedmon I realized how much better off I am financially both now and in the future, and all it took was a couple of tweaks and explanations by Caedmon. I highly suggest you use his services and pick his brain on any financial topic. These kind of situations only get solved when we take action and my first action step suggestion would be to reach out to Caedmon and see how he can help you.

Let’s talk

FAQs

“Why do I need a financial planner?”Caedmon Meisenheimer, CFP®2024-10-09T18:27:11-04:00

“Why do I need a financial planner?”

Everything that a financial planner knows is on the internet.

Anyone can DIY their finances.

But for some…

It’s worth it to have someone standing beside them and looking ahead.

It’s worth it to have an extra sounding board for life’s biggest decisions.

It’s worth it to have someone to convince you to stick through the storm when life gets tough.

Schedule a meeting.

“Why do you work with business owners?”Caedmon Meisenheimer, CFP®2024-10-10T12:06:42-04:00

“Why do you work with business owners?”

We work with business owners because we are business owners.

We understand that the lines between personal and business sometimes get blurry.

We understand what it means to reinvest your cash flow into the business.

We get you.

Plus, we love spending time with people who get us!

Get to know Caed.

“Why should I work with you over the guy down the road?”Caedmon Meisenheimer, CFP®2024-10-10T12:03:47-04:00

“Why should I work with you over the guy down the road?”

While the traditional “financial advisor” may not work with you because you don’t have $500k or $1M or $10M…

We work with everyone, regardless of the number in your retirement account.

We believe that everyone deserves access to quality financial advice.

In addition, most “financial advisors” are “asset managers” or “life insurance salesmen” in disguise.

Not us. We actively advocate for your best interests throughout all 9 areas of your financial life:

Cash flow, debt management, tax planning, life planning, retirement planning, investments, insurance, estate planning, and generosity.

Learn more about how we’re different.

“Are you a fee-only financial advisor?”Caedmon Meisenheimer, CFP®2025-04-22T16:09:05-04:00

“Are you a fee-only financial advisor?”

At 310 Wealth Planning, we have chosen to not be fee-only.

As CFP® professionals, we’re bound by the CFP® Board’s Code of Ethics and Standards of Conduct – which means we are required to always act in your best interest.

To do that well, we believe we shouldn’t limit the tools, strategies, or services available to you.

Choosing not to be fee-only gives us the flexibility to tailor advice to your unique situation – not just a business model.

Because of that, we believe our guidance is not only comprehensive – it’s truly unbiased.

Learn more about our process.

“Are you a fiduciary?”Caedmon Meisenheimer, CFP®2025-04-22T09:50:07-04:00

“Are you a fiduciary?”

Yes.

As a CFP® professional and an AAMS® professional, I am held to the fiduciary standard of ethics for both organizations.

“Do I need a certain amount of money in order to work with you?”Caedmon Meisenheimer, CFP®2024-10-09T18:25:41-04:00

“Do I need a certain amount of money in order to work with you?”

Nope!

We have no asset minimums, and work with all clients regardless of the number in their investment account.

In fact, some clients have even decided to hire us for planning, and trade their own accounts.

We welcome it.

Schedule a meeting.

“Where are you located?”Caedmon Meisenheimer, CFP®2024-10-09T18:24:29-04:00

“Where are you located?”

We are located in West Michigan, more specifically the greater Kalamazoo area.

We work with clients both in-person from St. Joe to Kalamazoo. As far north as Grand Rapids, and as far south as South Bend.

Although, the majority of our clients are from all around the country. From SoCal to Maine. Florida to Colorado.

Instead of meeting with clients in an office conference room with uncomfortable seats and pens that don’t work, we prefer to meet clients where they are, whether over zoom, lunch, a cup of coffee or in a living room!

Schedule a meeting.

Talk with Caed