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Meridian Financial Partners
Happy Holidays!
Happy Holidays from our Meridian family to yours! We are taking a break from the blog next week, so have a happy and safe New Year’s celebration, and we look forward to seeing you in 2025! — Sarah Yakel
Giving Thanks in 2024
While this year seems to have flown by, we wanted to take a moment this Thanksgiving to reflect on what we’re thankful for. From our families to yours, wishing you a very happy Thanksgiving. Sarah Yakel: I’m always thankful for my family and friends, but this year, I’ve been really grateful for the family
So Thankful
This week marks the 9th anniversary of Meridian Financial partners — as we prepared for our annual client event earlier this month, we all had a moment where the tremendous growth over the last 9 years became apparent…and was truly humbling that so many people choose to trust us with their family’s future. We
Declaration of Independence
This week, we celebrate an important historical event… Mr. Yakel’s birthday: And also, the birthday of America! 😊 On July 4, 1776, the Second Continental Congress unanimously adopted the Declaration of Independence, announcing the colonies’ separation from Great Britain. The Declaration of
News: Meridian Financial Partners Welcomes Sarah G. Irving as a New Partner
We are thrilled to announce Sarah G. Irving as a Partner within the firm. With exceptional expertise and dedication to client success, Sarah delivers excellent client service and is now a key part of the leadership team. As a Partner, Sarah Irving will play a vital role in guiding the strategic direction of the firm,
Irrational Decisions (+ RIP Daniel Kahneman)
Daniel Kahneman’s work perfectly outlines what we as advisors and planners are often dealing with when speaking to clients, giving advice, and making recommendations. One of his main conclusions was that individuals do not always make rational decisions when faced with uncertainty. Unfortunately, when it comes to
It’s Been One Week
For Spring Break 2024, we decided to cruise the largest cruise ship in the world, The Icon of the Seas. We had a wonderful time exploring the new ship, seeing all of the shows, and eating ice cream all day (literally…I think Ethan counted 7 cones before lunch one day…gross!). While Icon is the largest […]
Spring Clean Your Finances
Back in very early January, I wrote a blog about financial resolutions for the New Year, which notes that most people give up on those resolutions after about 3 months. With the days getting longer, the weather warming, and flowers starting to pop up, why not use the change in seasons as a motivator to […]
New and Exciting!
Even though we had an extra day in February, 2024 is already flying by! Meridian is thrilled to have our doors open at our new second office in Washington, Virginia. We are located on the lower level of the Miller Building at 211 Main Street, joining several other local businesses in the renovated space. The office