CRS & ADV I DISCLOSURES
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.

All Most Recent Blog Posts Meridian Market Minute Resources

Most Recent Blog Posts

VIEW ALL POSTS
text

Warrenton Financial Advisor Named 2026 AdvisorHub Finalist

August 5, 2026
|
By Liz Witt-Lee
Meridian Financial Partners’ Nathan Gilbert Named a Finalist on AdvisorHub’s 2026 Advisors to Watch List; Firm Also Recognized on USA TODAY’s Best Financial Advisory Firms List Warrenton financial advisory firm earns two national honors in 2026 WARRENTON, VA, July 23, 2026. Meridian Financial
text

More Than Just Investments: 5 Financial Planning Decisions

August 3, 2026
|
By Dan Fortunato
When most people think about financial planning, they think about investing. Questions like, “What should I invest in?” or “Is this a good stock?” are some of the most common ones we hear. Investments are certainly important, but they’re only one piece of the puzzle. In fact, some of the
text

Where Should My Next Dollar Go?

July 28, 2026
|
By Sarah Irving
At almost 7 and 10 years old, my kids are finally starting to grasp the concept of earning money via chores (and what chores pay the most).  I’m happy to report that over the summer, the piggy banks have started to fill up.  Which naturally lends itself to one of the most common questions I […]

Meridian Market Minute

VIEW ALL VIDEOS

Deprecated: SimpleXMLElement::__construct(): Passing null to parameter #2 ($options) of type int is deprecated in /www/meridianfinancialpartnerscom_892/public/wp-content/plugins/feeds-for-youtube/inc/SBY_RSS_Connect.php on line 77
Investing gets the spotlight, but it's one piece of a real financial plan, not the whole thing. A complete plan also covers Social Security timing, tax strategy, the order you draw down accounts, insurance, estate planning, and income planning, the discipline of making sure the money lasts. So here's the question for your next cocktail party: have you covered all your bases? ------------------------------------------------------ ⮞ 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
Have You Covered All Your Financial Bases?
Time frame, high interest debt, emergency savings, employer match. Nathan Gilbert walks through the order that should shape where your next investing dollar goes.
Debt First or Invest First
Every dollar you set aside has to go somewhere, and the order matters more than most people think. In this Meridian Market Minute, Nathan Gilbert breaks down how to prioritize your next dollar, whether that means high-interest debt, emergency savings, or accounts like a 401k or Roth IRA. ------------------------------------------------------ ⮞ 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
Where Should Your Next Dollar Go?

Resources

View All Resources
text

Navigating the AI IPO Wave: A Guide for Investors in 2026

Liz Witt-Lee
SpaceX, OpenAI, and Anthropic are heading toward some of the largest IPOs in market history — together seeking more capital than the entire U.S. IPO market raised in all of 2025. For investors, the excitement is real, but so is the risk of buying in without a plan. Our latest research guide
text

Protecting Your Assets: Estate, Health, and Insurance

Meridian
Planning for a secure retirement involves more than saving and investing. The documents, coverage decisions, and policy details that determine whether assets actually reach the right people often go unreviewed for years, and the gaps tend to surface only after something goes wrong. Protecting your
text

How Long to Keep Financial Records & Documents

Meridian
From tax returns to monthly utility bills, find out how long to keep your important financial documents secure before shredding them. This handy guide shows long to keep financial, medical, and property records before safely discarding them.