About Meridian

Built to be the firm we'd want for our own families.

Meridian was founded on a simple conviction: financial advice should be free of conflicts. Too many people are sold products dressed up as guidance. We built the opposite — an independent, fee-only Registered Investment Adviser where the only thing we sell is our advice, and our only loyalty is to our clients.

As fiduciaries, we're legally bound to put your interests first. That changes everything: the portfolios we recommend, the way we're paid, and the conversations we have. We take the time to understand your whole picture, build a disciplined plan around it, and then stay accountable to that plan through every market and every life change.

What we believe

Good advice is honest, evidence-based, and free of conflicts. Our job is to give you clarity, keep you disciplined when emotions run high, and be there — proactively — for the decisions that shape your financial life.