Financial Planning

#Grateful

Nathan GilbertSeptember 25, 2017

Today marks the second anniversary of Meridian Financial Partners. The past two years have been such an amazingly fun journey.

In the past two years, we have grown to serve over 200 households in our extended community. We manage over $150 million in assets. We have expanded our office space, added team members, and added two new babies to the Meridian family:

Baby Mi Cha (left) and baby Grace (right) at Daycare

We genuinely love what we do, the clients we serve, and working alongside one another. For this, we are deeply humbled and grateful.

We are grateful for the readers of our weekly blog posts. We are grateful for our community that has welcomed and supported our growing firm. Most importantly, we are grateful for each of our clients who entrusts us with their financial future.

We will continue to work faithfully to nurture long term trusting relationships in order to bring peace to the pursuit of financial goals. Thank you for being a part of our journey.

Important Disclosure Information

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Meridian Financial Partners, LLC—“Meridian Financial”), or any non-investment-related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Meridian Financial. Please remember that if you are a Meridian Financial client, it remains your responsibility to advise Meridian Financial, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Meridian Financial is neither a law firm nor a certified public accounting firm, and no portion of the blog content should be construed as legal or accounting advice. A copy of Meridian Financial’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request.

Please Note: Meridian Financial does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Meridian Financial’s website or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only, and all users thereof should be guided accordingly.

About Nathan Gilbert

Nathan Gilbert is a Partner at Meridian Financial Partners. He writes about markets, retirement planning, and financial strategies for the blog.

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Topics: Financial Planning

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#Grateful

About Nathan Gilbert

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