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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 (see "five-star" advisor award methodology).

Learn about our personal wealth management services

Why work with a NAPFA Advisor?

How to choose a financial advisor 

 

Five Star Top Financial Advisor    Trusted financial advisor in Boston Massachusetts 
 
 
Five Star Financial Advisor In Boston MA       BBB Accredited Financial Advisor in Boston MA
 
 
Financial Advisors serving Boston, MA and Cape Cod, MA
 
Boston, MA:
13 Water Street, Suite 204

Holliston, MA 01746-2375 
(508) 429-2600

Cape Cod, MA:
3A Mainstreet Mercantile

North Eastham, MA 02651
(508) 255-4064

 


 


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