Meikle Financial Group

Meikle Financial Group, based in the US, provides a comprehensive range of financial advisory services, focusing on personalized wealth management solutions for individuals and families across various backgrounds. Meikle Financial Group specializes in financial advisory services, helping clients achieve their financial goals. Founded in 1969 and headquartered in Phoenix, US, the firm has successfully completed a total of 1 deal. The most recent deal occurred on May 19, 2026, when Carson Group, a portfolio company of Bain Capital, acquired Meikle Financial Group.

Financial terms were not disclosed. Meikle Group offers an extensive suite of financial advisory services designed to assist individuals and families in realizing their vision of true wealth. Their core services include financial planning, retirement planning, investment management, estate planning, and tax planning. The firm tailors its strategies to meet the unique financial goals of clients, ensuring that their current and future needs are adequately addressed.

Meikle Group employs a disciplined investment management approach that optimizes client portfolios based on individual risk tolerance and objectives, serving a diverse clientele across the United States including young professionals, retirees, and families seeking wealth protection and growth. Meikle Group generates revenue primarily through fees for its financial advisory services, structured as a percentage of assets under management, flat fees for financial planning, and hourly rates for specialized advisory services. Engagements typically involve personalized services based on clients' unique financial situations and goals, such as comprehensive assessments leading to structured agreements encompassing ongoing investment management and regular financial reviews. Their approach supports a B2C model, allowing individual clients to directly benefit from customized financial strategies and estate planning solutions.

Their trademarked slogan, "Wealth Designed. Life Defined. ", summarizes their commitment to focused advisory services that prioritize client aspirations and long-term financial security. Following the acquisition by Carson Group in May 2026, there are plans to integrate Meikle Financial Group into a fully integrated wealth management model.

This acquisition will likely facilitate the development of new financial products aimed at enhancing service offerings. Additionally, the firm may explore expansion into new geographic markets as part of Carson Group's growth strategy, although specific regions have not been disclosed. The integration will allow Meikle Financial Group to leverage Carson Group's broader market reach and resources to enhance its service delivery.