Scottsdale, Ariz., Jan. 13, 2026 — Meraki Private Equity is pleased to welcome Soard Financial Management, LLC to its growing network of partners, expanding its wholehearted commitment to this partnership aligns with Meraki’s ambition to invest in firms that are committed to deep client relationships and that also have exciting long-term growth potential. For more than a decade, Soard Financial Management, LLC has provided financial guidance to individuals and families by expertly helping them navigate retirement planning, income and legacy strategies, tax planning, and Social Security optimization.
“We’re proud to support and partner with Soard Financial Management as they enter their next phase of growth,” said Jack Leach, President at Meraki Private Equity. “Together, we’ll focus on strengthening operations, adding key talent, and expanding the client experience platform to support the company’s continued momentum.”
With Meraki’s support, Soard Financial Management, LLC will focus on operational optimization, talent expansion, and scaling its client experience platform. The partnership is designed to unlock new opportunities for regional growth while preserving the firm’s culture of trust and personal service.
“Our partnership with Meraki accelerates our mission to deliver innovative financial strategies and thoughtful planning that bring clarity, security, and overall financial health to the clients we serve,” said Don Soard, Owner of Soard Financial Management. “As we continue to grow our business, this collaboration allows us to offer creative financial and insurance solutions through an open, transparent process, helping our clients move confidently toward financial independence and achieve their long-term goals.”
Meraki Private Equity continues to pursue partnerships with high-performing, mission-driven financial advisory firms nationwide, reinforcing its commitment to long-term, values-based growth.
For more information about Meraki Private Equity and its portfolio, visit http://mprivateequity.com/.
Media Contact:
Tessa Trettel, Director of Partnerships, Meraki Private Equity
ttrettel@mprivateequity.com | 952.777.3690
