We hope you have a wonderful holiday with family and friends. For this week’s blog, we wanted to share a couple of fun videos with you with our financial advisors team and our operations team.  

Just a few years ago, Meridian’s year-end meeting was a lunch with four people. Now, founding partners Nathan Gilbert and Sarah Yakel are eternally grateful for all the clients who took a chance on them so many years ago, as they celebrate their December meeting with 9 employees at the table. The yin-yang of

If you ask Meridian staff what the best part of working with Sarah Irving is, they will tell you it’s how she makes people feel. Coworkers and clients alike can count on Sarah for a warm smile and an authentic and caring conversation – and if you’re lucky she’ll make you laugh because she can […]

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 emerging leaders who combine

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, managing over $100 million in assets

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. After graduating cum laude with a double

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

Following up on my founding partner, Sarah Yakel’s blog from last week, I wanted to take the opportunity to reflect and be thankful for Meridian’s 10 years of existence as well. In true partnership fashion, we did a blind draw to figure out who would cover what topic! We are both extremely proud of what […]

Next week, Meridian celebrates our tenth anniversary—and how things have changed… 😊 From 2015: To 2017: To 2021: To 2025: We’ve seen our children get taller, our team expand with talent, and Meridian flourish, now managing over a half-billion dollars for 575 families and organizations, across 26 states: