Looking for a Top Financial Advisor in Boston or Cape Cod, Massachusetts?
We Are Fee-Only Advisors and A Top Financial Advisor in Boston
Our Financial Advisor Services
About Meridian Financial Advisors
Founded in 1990, Meridian Financial Advisors LLC is a top independent fee-only financial advisor serving the Boston, MA metro area and Cape Cod, MA. The firm is a registered investment advisor (RIA), registered with the Securities and Exchange Commission. Our dedication to our clients has helped us to be named among the top wealth managers in Boston three years in a row by Boston Magazine. Boston Magazine determines the top wealth managers according to client satisfaction surveys.
Choosing the Right Advisor
We are NAPFA advisors and Certified Financial Planners™, and create customized financial planning and asset management solutions for individuals, families, and small businesses. We take a fiduciary oath to act in our clients’ best interests, and as fee-only advisors we provide truly unbiased advice and never receive commissions for any product we recommend.