What Meridian Financial Advisors Can Do For You

Our success is you reaching your financial goals and living your best life. 

We customize your asset allocation to align with your financial goals, time horizon and risk tolerance.

We customize your withdrawal rate and strategy to achieve your retirement goals, maximize your income and minimize your taxes. 

We construct custom portfolios to generate income from dividends and interest to help meet your withdrawal needs. We know what you will need and how we will meet that need in advance… no surprises.

We build a financial plan that minimizes your tax burden, considering future tax rates and lifetime tax expectations.

We focus on tax-efficient withdrawals, creating a personalized plan to determine what, when, and how much to withdraw from accounts of different tax types.

We create a customized savings strategy outside of employer retirement plans to maximize flexibility to meet withdrawals later in life.

We partner with you for charitable planning through the analysis of gifting appreciated securities and consideration of Qualified Charitable Deductions.

We help you understand and implement an effective estate plan by reviewing your existing plan and recommending effective gifting strategies that maximize your impact and legacy.

Often a client has said “yes, I have estate documents” only to find out that they are old, do not have a complete set of documents, have not properly titled assets and have wrong key people.

We complete an Insurance Need Analysis to help you understand your insurance needs and have proper coverage in place, including life, disability, homeowners, vehicle, umbrella, and long term care insurance.

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We are your partner in all aspects of your financial life.

An investment portfolio is not a plan. Clearly it is a part of the plan (and should be the result of a plan), but there is so much more that needs to be addressed. An effective financial advisor gets you know you and understands your unique situation. By understanding how all the financial pieces fit together, we can build a plan that both protects and builds your wealth so that you can live your best life and protect your loved ones. 

We take a holistic, comprehensive approach to wealth management. We’re required by law and oath to put our clients first, and as fee-only fiduciaries we never receive commissions for the sale of financial products. We’re directly compensated only by our clients so we have no conflicts of interest, and our small team is dedicated only to your success.

Our dedication to our clients has helped us to be named among the top wealth managers in Boston, MA three years in a row by Boston Magazine. Boston Magazine determines the top wealth managers according to client satisfaction surveys.

We’ve also been named one of the top wealth managers by Paladin Registry. The company’s five-star wealth management advisor quality rating is reserved for the top 7% of wealth managers according to a number of factors, including credentials, ethics, business practices, and financial services.

 

Let's chat and see if we're a good fit.

We have offices in Holliston, MA, just 45 minutes outside of downtown Boston, and in Cape Cod. If you live in the local area, we’re happy to host you in our office and see if we can help you. 

If you live far away, that’s okay too. We have clients throughout the country seamlessly service clients via online meetings.

Contact Us

Contact us for a free wealth management consultation
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