Meridian Blog

Meridian Financial Partners is proud to announce that Nathan S. Gilbert, Founding Partner, has been recognized by AdvisorHub as one of the 250 Financial Advisors to Watch in its prestigious 2025 rankings.

AdvisorHub’s annual Advisors to Watch list highlights advisors and teams nationwide that exemplify sophisticated practices, consistent growth, and a commitment to professionalism. This year’s recognition is based on three major categories: scale of business, growth trajectory, and professionalism, including regulatory record, certifications, and community involvement. The 250 Financial Advisors to Watch represent firms that have achieved efficiency and scale without compromising service quality, while continuing to deliver exceptional client outcomes.

“Nathan’s recognition by AdvisorHub is a testament to the dedication, knowledge, and client-first approach he brings to every relationship,” said Sarah Yakel, Founding Partner at Meridian Financial Partners. “From helping families prepare for retirement to guiding clients through life transitions, Nathan has built a practice rooted in clarity, trust, and a deep understanding of what matters most to people.”

With more than 16 years of experience, Gilbert has provided financial advice and wealth management services to hundreds of individuals, families, and organizations. He co-founded Meridian Financial Partners with the goal of combining best practices in financial planning and investment management with wholly unbiased advice and clear communication. Outside the firm, Gilbert serves on the board of the Fauquier Family Shelter and is actively involved in his local community.

The Advisors to Watch list is now in its fourth year and continues to grow in popularity—particularly among independent advisors—validating AdvisorHub’s mission to recognize high-quality advisors who are innovating and leading the industry forward.

Disclosure: AdvisorHub’s annual 2025 Advisors to Watch list highlights advisors and teams nationwide that exemplify sophisticated practices, consistent growth, and a commitment to professionalism. The ranking was determined based on an evaluation process conducted by AdvisorHub covering the period of 12/31/2023-12/31/2024. Nominees were evaluated on three major categories: scale of business, growth trajectory, and professionalism, including regulatory record, certifications, and community involvement. AdvisorHub accepts nominations from advisors and industry professionals. Neither Meridian Financial Partners nor its financial advisors paid a fee to AdvisorHub to obtain or use the ranking. All information on nominees had to be verified by their compliance team before it could be accepted.