Looking for a Top Financial Advisor in Boston or Cape Cod, Massachusetts?
We Are Fee-Only Advisors and A Top Financial Advisor 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 (see "five-star" advisor award methodology).
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Financial Advisors serving Boston, MA and Cape Cod, MA
13 Water Street, Suite 204
Holliston, MA 01746-2375
Cape Cod, MA:
3A Mainstreet Mercantile
North Eastham, MA 02651