Independent Fiduciary Advisors · Greenwich, CT
Meridian is a fee-only, fiduciary firm. We build a clear, disciplined plan around your life — then manage it, protect it, and keep you on course toward what matters most.
How We Help
Planning, investing, retirement, and tax strategy — coordinated under one fiduciary relationship, so every decision moves you toward the same goals.
A living plan that maps your goals, cash flow, and milestones — and adapts as life changes, not just once a year.
Globally diversified, evidence-based portfolios built to your risk and rebalanced with discipline — not headlines or hunches.
A tax-smart income plan for the years that matter most — when to claim, what to draw, and how to make it last.
Coordinated tax-aware strategy and estate planning alongside your CPA and attorney, so your legacy passes the way you intend.
Why Meridian
As a fee-only, independent firm, we don't sell products or earn commissions. We're legally bound to put your interests first — so the advice you get is the advice that's right for you, full stop.
$1.8B
Assets under advisement
20+ yrs
Average advisor tenure
Fee-only
No commissions, ever
Client Voices
“For the first time we have a real plan we understand. Meridian showed us we could actually retire two years early.”
Retirement Planning · Pre-retirees
“They never push products. Every recommendation is explained, and it's always about what's best for us — not a sale.”
Investment Management · Business owners
“After an inheritance I was overwhelmed. Our advisor built a calm, tax-smart plan and I finally sleep at night.”
Estate & Legacy · Inherited wealth