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Independent, Fee-Only Financial Services

 

We offer unmatched expertise and services in financial planning and investment management.

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Whole-life Financial Planning
We build highly detailed financial plans based on where you are now and where you’re going.
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Retirement Planning
At Meridian, our financial plans are built to keep working long after you decide to retire.
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Investment Management
Our smart, diversified portfolios are built to optimize your returns for long-term success.

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Meet Meridian

The most successful relationships are built on transparency, authenticity and trust.

At Meridian, we provide you with clear investment guidance and financial planning that serves your one-of-a-kind journey.

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Fiduciary vs Financial Advisor: Know What You’re Getting

Sarah Irving
These past few weeks have been a whirlwind and I know that the remaining weeks of 2024 will be as well. Before Thanksgiving, I had the opportunity to join two of my colleagues at the annual Charles Schwab IMPACT conference in San Francisco where some of the brightest minds in the industry came
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Giving Thanks in 2024

Nathan Gilbert
While this year seems to have flown by, we wanted to take a moment this Thanksgiving to reflect on what we’re thankful for. From our families to yours, wishing you a very happy Thanksgiving. Sarah Yakel: I’m always thankful for my family and friends, but this year, I’ve been really
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NOT YET! Good Debt vs. Bad Debt and the Holiday Season

Sarah Yakel
I’ve started grocery shopping with my air pods in…not to be anti-social but because—as a Christmas purist—I firmly believe that there should be NO Christmas music before Thanksgiving. If you start listening now, then you’ll hear “All I Want for Christmas” 2,954,359 times before
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What Happened to Your High-Yield Savings Account?

Sarah-Falcon
It’s never pleasant to get a notification from your bank informing you that the interest rate on your high-yield savings account is decreasing. But, it is becoming more common. According to the FDIC, the national average interest rate on a traditional savings account is 0.45%, with many
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What Elections Mean for the Markets

Nathan Gilbert
Did you hear there was an election coming up? I think I drew the short straw in the rotation of blog writing when I ended up with the investing-in-an-election-year topic. Nonetheless, it is probably the most common question we are getting from clients and prospects right now. Should you make any
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Estate Planning: Understanding Inherited IRAs and the SECURE Act

Sarah Yakel
With October being Estate Planning Month, we wanted to address IRAs (individual retirement accounts). Until the SECURE Act, IRAs were relatively easy to incorporate into an estate plan. As long as beneficiaries are named after the IRA owner dies, the assets are automatically and easily transferred
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What Makes Meridian Different?

Your life is constantly evolving – and so should your financial plans.

When your goals, obstacles, and priorities shift, we help you adjust your financial plans to reflect those changes.

That mindset is what makes us more than just a service for hire – we’re here to provide guidance, lend support, and celebrate successes with our clients at each stage of their lives.

Put Our Team to Work for You

As nationwide, independent, and fee-only fiduciary financial advisors, we know the best ideas come from a foundation of partnership, community, and cooperation. When you work with Meridian, our entire team will collaborate with you to build your plan. While you will primarily work with one advisor, you will get the experience and skills of everyone on staff. That’s the value of collaboration.

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