Named One of Boston’s Best Wealth Managers and Financial Advisors
A Massachusetts Fee-Only CFP® Providing Holistic Financial Planning
Our Wealth Management Advisors
Georgia and Rich Bruggeman
Georgia and Rich 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 is a registered investment advisor and earned her MBA in Finance from Babson College and has passed Levels I and II of the CFA program. Georgia is a member of the Financial Planning Association, CFA Institute and the National Association of Personal Financial Advisors (NAPFA).
Rich received his BA from Union College and brings over 25 years of experience with Meridian Financial Advisors. Rich serves as our Operations Manager, handling the financial clearing and account administration.
Georgia and Rich live in Sherborn with their 2 sons, and also spend time in Cape Cod near their alternate N. Eastham office.
Jeanne joined Meridian Financial Advisors (MFA) in 2015. She develops and implements comprehensive financial plans and investment recommendations. She takes pride in assisting families and individuals reach their financial goals.
Jeanne develops comprehensive financial plans inclusive of cash flow and budgeting, debt management, tax considerations, college planning, retirement planning, insurance review, charitable giving, equity compensation strategies, and estate planning. She manages client portfolios and rebalances the asset allocation to ensure the portfolio aligns with each client’s financial goals. Jeanne communicates regularly with clients to ensure understanding and progress toward their financial goals. She provides specific recommendations based on each client’s unique situation to ensure peace of mind and confidence in their financial life.
Jeanne brings experience from Fidelity Investments, where she spent nearly 15 years. At Fidelity she worked with institutional clients on all aspects of the client relationship including asset allocation, contract negotiations, and day to day client service needs.
Jeanne is a member of The National Association of Personal Financial Advisors (NAPFA) and the Massachusetts Financial Planning Association (FPA). She graduated cum laude from Providence College with a BA in Economics and completed her CFP® certification in 2015.
Jeanne and her husband live west of Boston with their three boys. Outside of work, Jeanne enjoys biking, traveling, and volunteering for the HPTA.
Amy has been with Meridian Financial Advisors since 2013 and serves as a Client Services Specialist. She graduated from the University of Notre Dame with a BS in Pre-Professional Studies.
Amy lives with her husband, Troy, and their 4 children in Hopkinton. She spends her free time coaching her kids and serves on the Boards of Hopkinton Youth Soccer and Hopkinton High School Boosters.