Meridian Financial Partners

Celebrating Meridian Financial Partners’ 11th Anniversary

Fresh off of our annual Thank Y’all Fall client appreciation event, we are especially proud to have celebrated our 11th year on September 25th. And, coincidentally, there are now 11 of us at Meridian Financial Partners. We have come a long way from 2 of us in 1.5 offices! It is c

Nathan GilbertSep 30, 2026

Meridian Financial Partners

11 Years of Meridian: The Principles That Haven’t Changed

This week marks the 11th anniversary of Meridian. We recently had a chance to gather as a team, out of the office for a nice dinner. Looking around at this group of people, many of whom weren’t here when Meridian began, I found myself thinking about just how much has changed in 1

Sarah YakelSep 22, 2026

Meridian Financial Partners

Hello, Reilly, Meridian’s Newest Support Advisor

The first thing you notice about Reilly is her huge welcoming smile, and after just a short conversation with her, it’s hard not to notice that she’s an old soul, wise way beyond her years. Reilly Skorupski believes when something feels hard, you have to attack it head-on. And jo

Liz Witt-LeeAug 31, 2026

Meridian Financial Partners

Warrenton Financial Advisor Named 2026 AdvisorHub Finalist

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. Merid

Liz Witt-LeeAug 5, 2026

Photo of Sean Hallett, Kelly Oo and Reilly Skorupski

Meridian Financial Partners

Meridian News: New Team Members, USA TODAY Recognition and New Video

Welcome Our Newest Team Members to Meridian We’re excited to welcome Reilly Skorupski to Meridian as our newest Support Advisor. Reilly graduated from George Mason University in May 2026 with a degree in Finance and brings valuable experience in financial planning, investment ana

Liz Witt-LeeJun 22, 2026

Meridian Financial Partners

How Working With a Financial Advisor Informed Our Journey

I saw a quote the other day from Donald Miller that went something like this: “Your customer doesn’t care about your awards or how long you’ve been in business. They care about whether you understand their problem and can help solve it.” This got me thinking about my own customer

Liz Witt-LeeMay 12, 2026

Meridian Financial Partners

Hello Melanie

There’s something special about welcoming a new team member, especially when that person so naturally embodies the heart of who we are. Melanie Renner recently joined Meridian as a Client Service Associate and brings with her the knowledge gained from a lifelong career in custome

Liz Witt-LeeFeb 24, 2026

Meridian Financial Partners

Wishing You Happy Holidays

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.

Liz Witt-LeeDec 22, 2025

Meridian Financial Partners

Meet the Team: Sarah Yakel & Nathan Gilbert

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

Liz Witt-LeeDec 9, 2025

Meridian Financial Partners

Meet the Team: Hello, Sarah Irving

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 be

Liz Witt-LeeNov 11, 2025

Meridian Financial Partners