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 in 2015, bringing with her 20 years of industry experience. Jeanne graduated from Providence College with a BA in Economics. Along with her CFP® certification, Jeanne also has passed the Level 1 CFA program and is Series 7 and 66 certified.
Jeanne and her husband Paul, live in Hopkinton with their 3 boys. Outside of work, Jeanne enjoys biking, travelling 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.