Meridian is an independent fee-only fiduciary advisor managing $2.4B for 340 families across retirement, tax, estate and multi-generational wealth. No commissions. No product sales. Just advice that has to be in your best interest by law.
Wealth management is more than an index fund. These are the six pillars of every Meridian plan.
Evidence-based portfolios built on low-cost index and factor funds. Rebalanced with tax-loss harvesting. No hot-stock picking.
Monte Carlo simulations, Social-Security claiming strategies, Roth-conversion ladders and withdrawal-rate modeling.
Annual tax-alpha review coordinated with your CPA. Asset-location, charitable stacking and QBI planning for business owners.
Trust structuring, beneficiary audits and gifting strategies. We coordinate with your attorney — or refer one from our network.
Solo-401(k), cash-balance plans, defined-benefit overlays and exit planning for owners eyeing a sale in 3–10 years.
Independent review of life, disability and long-term-care needs. We don't sell it — we just tell you what you actually need.
Four principles that have governed how we invest every client dollar since 1998.
Every 1% in annual fees is 28% less wealth over 30 years. We target all-in expense ratios under 0.18%.
Active managers underperform their index ~85% of the time over 15 years. We build around capital markets, not around predictions.
Factor tilts toward value, size, profitability and duration — not 50 ETFs that all own the same seven names.
The biggest wealth destroyer isn't the market — it's selling low in a panic. Our job is to keep you in your seat.
Most "financial advisors" aren't legally required to put your interests first. We are — in writing, at every meeting.
Wealth Management ships with a compliant consultation booker, client portal link, gated-download lead magnets and automatic ADV/disclosures handling. Live in 48 hours.
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