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. 

 

Is your portfolio putting your retirement at risk?

We use advanced portfolio analysis technology built on top of a Nobel Prize-winning academic framework to determine if your investments match your risk profile. We want to ensure that your goals don’t get derailed by risky investments and that your portfolio can provide you the income you need throughout your golden years. 
  • Workplace Benefits

    MFA will help you maximize your workplace benefits including options, restricted stock units, deferred compensation, long term care, and health savings accounts.

  • Investment Management

    MFA reviews your entire portfolio and adjusts your holdings to match your risk tolerance, time horizon, and return goals.

  • Retirement Planning

    MFA will help you take action today to save and spend wisely for retirement so you never run out of money.

  • Fee-Only Comprehensive Financial Planning

    We look at the big picture and put together a plan that addresses all areas of your financial life.
    No product sales. No Commissions.

  • Estate Planning

    MFA works with your existing estate attorney or can refer you to an experienced one. Together we can help you reduce or avoid estate taxes completely.

  • Tax Planning

    MFA will minimize your short and long-term taxes through asset location, which accounts you take your retirement distributions, not owning active mutual funds in taxable accounts, and more.

  • Insurance and Risk Management

    MFA will review your coverage and make recommendations on what type and how much insurance you should have. Life, disability, long-term care, umbrella coverage, 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

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 advisors

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Happy Clients

Our Awards and Affiliations

Certified Financial Planner Boston MA
NAPFA advisor - National Association of Personal Financial Advisors
CFA Institute logo - Chartered Financial Analyst
5 Star Top Financial Advisor
Female Founder Collective Member

What our clients say about us

Meridian Financial Advisors is a top-notch financial planning organization. We have been with them for 10+ years. Our advisors are highly knowledgeable, experienced and trustworthy.

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.
Joan B.
5/5
Sally and I thank you, Georgia, and your staff for helping to expand that money over the years, as you have. We feel very fortunate.
S. Snyder
5/5
0/5 (0 Reviews)