Meet Sreeni Meka, CFA®, CFP®

Your financial future deserves a dedicated fiduciary — someone who puts your interests first, every decision, every day.

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Our Mission

To deliver disciplined, personalized investment management and financial planning that helps clients build and protect wealth — with complete transparency, no conflicts of interest, and an unwavering commitment to each client’s unique goals.

Our Values

Fiduciary duty · Client-first advice · Full transparency on fees and conflicts · Disciplined, evidence-based investing · Long-term thinking over short-term noise · Continuous learning and professional excellence.

  • Lakeland Wealth Management LLC is a fee-based registered investment advisory firm located in Memphis, TN. The firm provides comprehensive money management and financial planning services to families, institutions, and high-net-worth individuals, with a focus on fundamental value analysis and customized portfolio strategies aligned with each client’s goals, risk tolerance, and time horizon.

  • Sreeni Meka, CFA, CFP®, serves as Managing Member and Investment Advisor at Lakeland Wealth Management LLC. With twenty-nine years of experience in equities and derivatives markets, he has also worked as an adjunct professor of Finance at the University of Memphis, as a management consultant for Big Four firms, and in leadership roles with multiple Fortune 500 companies across North America.

  • Education and Credentials: Sreeni holds a Master’s degree in Mechanical Engineering from The University of Texas at El Paso and an MBA in Finance from the University of Memphis. He is also a CFA charterholder and a Certified Financial Planner.

Lakeland Wealth Management is a registered investment adviser registered with the Tennessee Securities Division, Department of Commerce and Insurance. Registration does not imply a certain level of skill or training. A copy of Lakeland Wealth Management's current written disclosure brochure (Form ADV Part 2) discussing our advisory services and fees is available upon request or through the Investment Adviser Public Disclosure database at www.adviserinfo.sec.gov.

Lakeland Wealth Management charges fees for advisory services. Fees may include a percentage of assets under management and/or fixed planning fees. Full fee details are disclosed in our Form ADV Part 2. Lakeland Wealth Management does not receive commissions or compensation from third parties in connection with advisory services.

Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal. No strategy assures success or protects against loss. The information on this website is for informational purposes only and should not be construed as personalized investment, tax, or legal advice.

Not FDIC Insured • Not Bank Guaranteed • May Lose Value • Not a Deposit • Not Insured by Any Government Agency
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are registered trademarks of Certified Financial Planner Board of Standards, Inc. Sreeni Meka, CFA®, CFP® holds these credentials and is bound by their respective codes of ethics.
© 2026 Lakeland Wealth Management. All rights reserved. Memphis, TN • (901) 228-8500