Insights, Advice & a Whole Lot More

Welcome to the official blog of Meridian Financial Partners. We’d love to hear your comments as well as your questions. Oh, and our attorneys want you to read these disclosures.

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Most Recent Blog Posts

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Meet the Meridian Team: Hello, Liz

May 12, 2025
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By Liz Witt-Lee
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 plain […]
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Our Team Approach

May 6, 2025
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By Nathan Gilbert
Here at Meridian, we often focus on our firm’s structure as a key reason why clients want to work with us: an independent, fee-only fiduciary. We feel that it is the best way to avoid any conflicts of interest and give unbiased guidance. However, one other unique aspect of Meridian is our team approach. No […]
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Protecting Yourself from Scams in a Digital World

April 28, 2025
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By Liz Witt-Lee
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 tap into the knowledge and

Meridian Market Minute

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In this week's Meridian Market Minute, Nathan Gilbert introduces the newest addition to the Meridian Financial Partners team—Liz Witt-Lee. Liz returns to Meridian after nearly a decade, stepping into the role of Director of Strategy. Learn about her journey from her early marketing work with Meridian in 2015 to her impressive career in project management within government contracting, and how she found her way back to the team. Question of the week: Who’s your best team member? Subscribe for more weekly insights from the Meridian team. #MeridianMarketMinute #TeamUpdate #FinancialStrategy #MeridianFinancialPartners ------------------------------------------------------ ⮞ Nathan Gilbert is a founder and financial advisor at Meridian Financial Partners. ⮞ Meridian Financial Partners is a fee-only, independent financial services company based in Virginia and serving families and businesses nationwide. We’ll help you build a plan today so you can live the life you want tomorrow. Learn more at: https://meridianfinancialpartners.com/ ⮞ Subscribe so you don’t miss any of our videos: https://www.youtube.com/channel/UC8eF0WxEHy-xP69WqOP-mqw?sub_confirmation=1 ⮞ Topics covered: financial planning, estate planning, retirement planning, financial literacy, 401ks, financial advisors, Roth IRA, retirement, and financial independence. ⮞ Want to learn more? Reach out to schedule a call here: https://meridianfinancialpartners.com/get-in-touch/ ⮞ Join us: https://www.facebook.com/MeridianFinanicalPartners https://www.instagram.com/themeridianfinancialpartners/ https://www.linkedin.com/company/meridian-financial-partners
Welcoming Back Liz Witt-Lee as Director of Strategy at Meridian Financial Partners
At Meridian, you're supported by more than just one advisor. Our team-based approach means you benefit from a group of professionals who know your goals and work together to help you reach them. It’s about continuity, collaboration, and confidence in your financial journey.
A Team-Based Approach to Financial Services
In this week’s Meridian Market Minute, Nathan Gilbert of Meridian Financial Partners explains why a team-based approach to financial advising offers better continuity and long-term support for clients. Unlike firms that assign just one advisor per client, Meridian’s collaborative structure ensures you always have someone familiar with your financial goals, no matter what. Topics covered: - The benefits of a fiduciary, fee-only advisor - How Meridian’s team model supports clients long-term - What happens if your advisor retires or leaves - Why continuity in financial planning matters Cocktail party question: Who’s your advisory team? ------------------------------------------------------ ⮞ Nathan Gilbert is a founder and financial advisor at Meridian Financial Partners. ⮞ Meridian Financial Partners is a fee-only, independent financial services company based in Virginia and serving families and businesses nationwide. We’ll help you build a plan today so you can live the life you want tomorrow. Learn more at: https://meridianfinancialpartners.com/ ⮞ Subscribe so you don’t miss any of our videos: https://www.youtube.com/channel/UC8eF0WxEHy-xP69WqOP-mqw?sub_confirmation=1 ⮞ Topics covered: financial planning, estate planning, retirement planning, financial literacy, 401ks, financial advisors, Roth IRA, retirement, and financial independence. ⮞ Want to learn more? Reach out to schedule a call here: https://meridianfinancialpartners.com/get-in-touch/ ⮞ Join us: https://www.facebook.com/MeridianFinanicalPartners https://www.instagram.com/themeridianfinancialpartners/ https://www.linkedin.com/company/meridian-financial-partners
Why a Team Based Approach Matters in Financial Advising | Meridian Market Minute

Resources

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5 Things to Know About Medicare to Avoid Retirement Mistakes

Sarah Irving
In our recent webinar, Sarah Irving of Meridian Financial Partners and Angela Windett of Steinlage Insurance Agency discussed practical insights to help individuals nearing or in retirement make informed decisions about Medicare. Here are five key takeaways from the session: 1. Understand the
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Understanding 529s

Kira Topeka
A 529 plan is a state-sponsored, tax-advantaged education savings account that offers tax benefits and spending options. They’re one of the most popular education savings account types in the U.S. It’s named after Section 529 of the Internal Revenue Code, which created these plans in 1996.
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Capital Loss Planning

Meridian
Selling some investments that have unrealized tax loss has the potential to offset the tax liability that is triggered when other investments are sold at a gain. This strategy is called tax-loss harvesting, and it’s one we consider for our clients. Now is a great time for us – as a team – to