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Looking for a Top Financial Advisor in Boston or Cape Cod, Massachusetts?

We Are Fee-Only Advisors and A Top Financial Advisor in Boston 

Meridian Financial Advisors in Boston
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.
 
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.

Named A Top Financial Advisor in Boston

Boston Magazine named Meridian Financial Advisors founder Georgia Bruggeman, CFP®, a Top Financial Advisor in Boston for 2010, 2011, and 2012, based on client satisfaction surveys. Paladin Registry also awarded Georgia a "five-star" advisor quality rating, which is reserved for the top 7% of financial advisors.

Learn about our personal wealth management services

Why work with a NAPFA Advisor?

How to choose a financial advisor 

 

A Top Financial Advisor In Boston    Trusted financial advisor in Boston Massachusetts 
 
 
Five Star Financial Advisor In Boston MA       BBB Accredited Financial Advisor in Boston MA
 
 
Boston:
13 Water Street, Ste. 204

Holliston, MA 01746
Phone: (508) 429-2600

Cape Cod:
3A Mainstreet Mercantile

North Eastham, MA 02651
Phone: (508) 255-4064

 


 


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