Who We Are

Georgia G. Bruggeman, CFP founded Meridian Financial Advisors, LLC in 1990 to provide truly fee-only advice and guidance without any conflicts of interest that accompany commission sales.   In addition to holding the CFP designation Georgia earned her MBA in finance from Babson College and has passed Levels I and II of the CFA program.  She has been awarded a five star quality rating by Paladin Registry after a comprehensive review of her credentials, ethics, busines practices and financial services. Only 7% of the advisors in the financial services industry achieve the Registry's highest quality rating. Boston Magazine recently featured Georgia in their 2010 Five Star Wealth Manager survey based on customer satisfaction. Georgia is a member of the Financial Planning Association, CFA Institute, Boston Security analysts society and the National Association of Personal Financial Advisors (NAPFA).  
 
To round out your due digigence you can feel confident working with Georgia knowing she has been had a thorough background check performed by the independent firm Advisor Background Check.  Feel free to click on the logo on the homepage to read their report.