Welcome to Meridian Financial Advisors
We are Fee Only Fiduciary Advisors
We are independent fee-only fiduciary advisors because we believe it is the best and most honest way to serve our clients. We refuse all conflicts of interest and commissions so that we can provide the ideal financial advice for your unique situation.
Unbiased, Qualified Advice
Our fee-only approach is designed to give you peace of mind and allow us to build a deeper relationship of trust so that together we can address all areas of your financial life and not just your investment portfolio.
We have operated as fee-only advisors since 1993 because we believe it is the best business model to serve clients and help them reach their goals.
Unlike many advisors, we are obligated by law and oath to avoid all conflicts of interest, like kickbacks and commissions for recommending certain financial products. As fiduciaries, we must always recommend what we believe are the ideal financial solutions for your unique situation, while other non-fiduciary advisors are only held to a “suitability” standard for their recommendations.
Since we’re only compensated by you, our client, you can trust that we’re on your side doing all we can to help you grow your investments, resolve your financial challenges, and reach your most important life goals.
Find out what you need to do to reach your goals
Click to access this financial planning tool to see how close or far you are from being able to retire or take that trip around the world. This tool provides a taste of what a CFP® can help you to accomplish. In this short exercise, answer questions about yourself and your future objectives. Then, request a consultation so that, together, we can build a plan to get you there.
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Workplace Benefits
Maximize workplace benefits including options, RSUs, deferred comp., long-term care, & health savings accounts.
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Investment Management
We review your portfolio and adjust your holdings to match your risk tolerance, time horizon, and goals.
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Retirement Planning
We'll help you take action today to save and spend wisely for retirement so you never run out of money.
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Fee-Only Comprehensive Financial Planning
We look at the big picture and create a plan that addresses all areas of your financial life.
No product sales. No commissions. -
Estate Planning
We work with your existing estate attorney or can refer you to one to help you reduce or avoid estate taxes completely.
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Tax Planning
Minimize taxes through asset location, distribution planning, avoiding active mutual funds in taxable accounts, and more.
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Insurance and Risk Management
We'll recommend what type and how much insurance you should have. Life, disability, LTC, umbrella, and Medicare plans.
Our Wealth Management Solutions
We help to organize your financial life to allow you to achieve your financial hopes and dreams so you can sleep better at night. We’ll help ensure your wealth management plan matches your unique situation, risk profile, and income and legacy needs.
For young professionals in their early career stage with the the ability to save toward financial goals, we offer a subscription service designed to help them get off to a strong start and develop financial habits to help them reach their life goals.
Other financial solutions
- Financial planning for widows and divorcees
- Financial planning for business owners
- Financial planning for young professionals
- Multi-generational planning
- Long-term-care planning
- Retirement plan distribution advice
- College planning
Key questions to ask an advisor
The CFP® designation is the gold standard in financial planning and CERTIFIED FINANCIAL PLANNER™ professionals are uniquely qualified to provide a complete range of financial planning solutions.
A NAPFA-registered financial advisor is a fee-only financial planner that adheres to the industry’s most demanding practice requirements, including fee-only compensation and a commitment to a comprehensive, holistic approach to financial planning. NAPFA advisors must prove competence in financial planning matters and provide a high level of care and responsibility to each client.
The Personal Financial Planning Process identifies financial goals and objectives and creates a plan for achieving them.
It gives you a long-term strategy for your financial future, taking into consideration every aspect of your financial situation and how each affects your ability to achieve your goals and objectives.
See our Financial Planning Questions page for the answers to these questions and many others. Also check out our completed NAPFA questionnaire on “Questions to Ask a Financial Planner.” Once you feel we’d be a good fit, just contact us to set up an initial meeting.
Our stats as independent, fee-only advisors
Our Awards and Affiliations
What our clients say about us
I just retired and had an online meeting with Georgia and her team. Our advisors provided reports of our investments and thoroughly explained cash inflows, outflows, and the many options we have to ensure our financial safety throughout our retirement years. They advised us as to how best to provide for our son and ensure a sound estate plan.
They go beyond the numbers, too -- explaining choices for keeping ourselves healthy and active, including various types of living options. I highly recommend this firm to anyone seeking expert financial advice with trustworthy and caring advisors.
