New and Exciting!

Even though we had an extra day in February, 2024 is already flying by!

Meridian is thrilled to have our doors open at our new second office in Washington, Virginia.  We are located on the lower level of the Miller Building at 211 Main Street, joining several other local businesses in the renovated space. The office will be open from 9 to 2, Monday through Friday.

As independent, fee-only fiduciaries, we are looking forward to expanding our presence in the Rappahannock area, providing full-service financial planning and investment management.

Save the date for our Grand opening Shred Day event on Thursday, April 25 at our new Washington office. Come check out our new location, enjoy lunch from our favorite food truck, and safely discard sensitive documents at the mobile shred truck.

Another new and exciting note – our new website launched in late 2023, and I want to highlight the “Blogs and Resources” tab. There you will find our weekly blogs, Nathan’s Meridian Market Minute videos, and additional resources. If there is ever a topic you want to learn more about, don’t hesitate to reach out with questions, concerns, or ideas!

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