MISSION STATEMENT Founded in 1990, Meridian Financial Advisors, LLC is an independent, fee-only firm that creates customized financial solutions for individuals, families and small business. While we provide advice on Insurance, Taxes, Retirement Planning and Estate planning we specialize in Portfolio management and securities research. We help people feel more confident and secure in meeting their current and future financial goals by creating a roadmap showing them how to get from where they are now to where they want to be. We give one on one attention to each of our clients and develop plans that consider your specific time horizon, risk tolerance and goals – no generic advice intended to sell that firm’s products. We receive no compensation from any product we recommend. Our mission is to create the best plan for you that will give you the highest probability of reaching your financial goals.  Your success is our number one priority.  When you succeed, we succeed.                        13 Water Street, Ste. 204  Holliston, MA   01746 Phone: 508 429-2600 3A Mainstreet Mercantile North Eastham, MA  02651 Phone: 508 255-4064