How We Work

We meet you where you’re at – and help you move forward

Medlin Wealth stands ready to get you started from any point in your journey. Our mission is to give you peace of mind that you are taking all possible steps to plan for a strong financial position.

1. Initial Meeting

We cover the cost while we learn about each other.


2. Clear fees for service

We won’t surprise you, thanks to a transparent fee structure.


3. Advice that makes sense

We’ll turn financial jargon into plain English.