Liz Witt-Lee
10 Essential Cybersecurity Tips Every Consumer Should Know
We are in week 43 of this year, it finally feels like fall, and Halloween is coming at the end of the week. Let the universal pondering about “where did the year go?” begin. Halloween – the fan-favorite, kids hyped up on lots of sugar, pursuit of the best costumes, day-of-fun – u
Liz Witt-LeeOct 29, 2025
Meridian Financial Partners’ Sarah Irving Named in InvestmentNews Rising Stars 2025
Meridian Financial Partners is proud to announce that Sarah Irving, Partner and Senior Financial Advisor, has been named to InvestmentNews’s Rising Stars 2025 list, which recognizes the nation’s top wealth management professionals and advisors under 40. The annual list highlights
Liz Witt-LeeOct 21, 2025
Sarah Yakel Acclaimed in 2025 IN $100M Club Top Female Advisors
Meridian Financial Partners is proud to announce that Sarah Yakel, Founding Partner, has been recognized by InvestmentNews as one of the 2025 $100M Club Top Female Advisors. This inaugural list celebrates female advisors nationwide who demonstrate excellence in wealth management,
Liz Witt-LeeOct 9, 2025
Meet the Team: Hello, Tyler
A Fauquier local through and through, Meridian Investment Analyst, Tyler Fetherolf, grew up in Bealeton and graduated from Liberty High School. A passion and talent for baseball and numbers put him on the path to Averett University in pursuit of a career in sports marketing. Afte
Liz Witt-LeeOct 9, 2025
Meridian Financial Partners’ Nathan Gilbert Named One of AdvisorHub’s 250 Financial Advisors to Watch
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 na
Liz Witt-LeeOct 6, 2025
Meet the Meridian Team: Hello, Kira
Financial advisor Kira Topeka joined Meridian in 2020 and now helps clients build personalized financial plans and navigate life’s many transitions. Her work is grounded in understanding what matters most to each individual and guiding them toward their goals with clarity and con
Liz Witt-LeeSep 10, 2025
Getting Emotionally Ready for Retirement
My husband turns a magical age soon – a fairly big one, where people seriously start to contemplate retiring. There’s been a lot of talk in our house over the last 6 months, maybe a year, about getting ready for “the big day.” Of course, we are considerate of the money side of th
Liz Witt-LeeAug 26, 2025
Meet the Meridian Team: Hello, Heather
Caring for people is at the heart of everything Meridian’s Director of Operations, Heather Riggs does. She joined the firm in 2021 after pivoting from a decades-long operations career in the home restoration industry. Known for cultivating strong team camaraderie, Heather thrives
Liz Witt-LeeAug 12, 2025
Caregiving, Preparing, and Communicating
What my mother’s journey with dementia taught our family about being prepared for caregiving My experience as a caregiver through my mother’s dementia journey had a profound impact on me. Almost a year (to the day) after her passing, I’m not sure how I made it out of the fire. If
Liz Witt-LeeJul 1, 2025
Meet the Meridian Team: Hello, Joanne
Hi, I’m Joanne Hilliard. Welcome, I’m glad you’re here. I’m the Client Service Associate at Meridian, celebrating my first anniversary today! Chances are, if you have ever called the Meridian offices or walked into our Warrenton office, we’ve chatted. As part of the Operations te
Liz Witt-LeeJun 10, 2025
Meet the Meridian Team: Hello, Liz
Hello. I’m Liz. I’m the Director of Strategy here at Meridan. I started here in February. Everyone asks how I came to work at Meridian. They also ask what exactly it is that I do here. Hold on. That part is coming. The truth is… it was kismet. Or Fate. Or Divine Appointment. Or p
Liz Witt-LeeMay 12, 2025Protecting Yourself from Scams in a Digital World
With April being National Financial Literacy month, we’ve been writing about things you should know about as a financially literate adult…and how to protect yourself and your money from the innumerable bad actors in the world is super important. So, for today’s blog, we wanted to
Liz Witt-LeeApr 28, 2025