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.
Most Recent Blog Posts
Financial Advisors and Estate Planning
Why a Financial Advisor Is Essential Throughout the Estate Planning Life Cycle Every year, at least one of the decorative wreaths on Meridian’s doors gets graced with a bird’s nest, then mini speckled eggs, and finally (and hopefully) the tiniest of baby birds. It’s such a gift to see the miracle of life
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 plain […]
Our Team Approach
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 […]