Tailored financial strategies designed to meet your unique goals and protect your legacy.
Holistic wealth management combining investment strategy, tax planning, and estate coordination for high-net-worth individuals and families.
Comprehensive retirement planning including 401(k) optimization, IRA strategies, Social Security timing, and income distribution planning.
Proactive tax strategies including tax-loss harvesting, Roth conversions, charitable giving strategies, and Act 60 incentive planning.
Protect your legacy with trusts, wills, power of attorney, beneficiary designations, and multi-generational wealth transfer strategies.
Evidence-based portfolio construction using modern portfolio theory, alternative investments, and risk-adjusted return optimization.
Strategic exit planning for business owners including valuation, buy-sell agreements, key-person insurance, and ownership transition roadmaps.
Our commitment to the fiduciary standard means we always act in your best interest.
We are legally and ethically bound to act in your best interest at all times. No commissions, no conflicts, no hidden agendas.
Every advisor holds CFP, CFA, or JD credentials. Our team brings decades of combined experience across all financial disciplines.
Clear, competitive fee-only pricing with no hidden charges. You always know exactly what you pay and what you receive.
Over 20 years of consistent performance with a 97% client retention rate. Our clients stay because we deliver results.
Experienced, credentialed professionals dedicated to your financial success.
A structured, five-step approach to building and protecting your wealth.
We start with a complimentary consultation to understand your goals, values, risk tolerance, and current financial picture.
Our team conducts a comprehensive analysis of your assets, liabilities, cash flow, tax situation, and insurance coverage.
We develop a personalized financial plan with clear recommendations for investments, tax optimization, and estate planning.
We execute the strategy with precision, coordinating with your CPA, attorney, and insurance professionals as needed.
Regular portfolio reviews, plan updates, and proactive adjustments ensure your strategy evolves with your life.
See how your savings could grow over time with consistent contributions and market returns.
This calculator provides estimates for illustrative purposes only. Actual returns may vary. Past performance does not guarantee future results.
Real stories from families we have helped achieve financial confidence.
“Meridian helped us create a comprehensive wealth plan that gave us the confidence to retire five years early. Their fiduciary approach means we always know they have our best interest at heart.”
“After selling my company, I needed a team I could trust with the proceeds. Meridian designed a tax-efficient investment strategy that preserved and grew our family wealth.”
“The estate planning team helped us set up trusts that will protect our children and grandchildren. Their expertise in local tax incentives saved us significantly.”
“As a physician, I had no time to manage my finances. Meridian handles everything from investments to tax planning. My portfolio has grown 40% in three years.”
“Their retirement planning process was incredibly thorough. They optimized my Social Security timing and created an income strategy that gives me peace of mind.”
“Meridian Wealth Partners transformed our approach to money. The team is responsive, knowledgeable, and genuinely cares about our financial wellbeing.”
We hold the highest professional certifications and regulatory standards in the financial industry.
Certified Financial Planner Board of Standards
Chartered Financial Analyst designation holders
Securities and Exchange Commission registered investment advisor
Financial Industry Regulatory Authority compliant
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Investment advisory services offered through Meridian Wealth Partners, a SEC registered investment advisor. Past performance is not indicative of future results. Investing involves risk, including the possible loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
Meridian Wealth Partners does not provide legal or tax advice. Consult your attorney or tax professional regarding your specific situation. ADV Part 2 brochure available upon request.
Quality solutions tailored to every need
Comprehensive financial plan covering investments, retirement, tax strategy, and estate planning.
2 hrs
Detailed analysis of your current investment portfolio with optimization recommendations.
1 hr
Proactive tax planning session covering deductions, Roth conversions, and Act 60 incentives.
1 hr
Estate planning review including trusts, wills, beneficiary designations, and wealth transfer strategies.
90 min
Complete retirement income plan with Social Security optimization and withdrawal strategies.
90 min
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