Category

Meridian Financial Partners

Photo of Reilly Skorupski (side view)
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-LeeLiz Witt-LeeAug 31, 2026
Photo of Nathan at the park
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-LeeLiz 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-LeeLiz Witt-LeeJun 22, 2026
Red rock formations and desert landscape in Sedona Arizona — retirement travel goals with Meridian Financial Partners
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-LeeLiz Witt-LeeMay 12, 2026
Hello Melanie
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-LeeLiz Witt-LeeFeb 24, 2026
Wishing You Happy Holidays
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-LeeLiz Witt-LeeDec 22, 2025
man and woman smiling outside
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-LeeLiz Witt-LeeDec 9, 2025
family smiling in portrait outside
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-LeeLiz Witt-LeeNov 11, 2025
woman smiling standing outside
Meridian Financial Partners

Meridian Financial Partners’ Sarah Irving Named in InvestmentNews Rising Stars 2025

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

Liz Witt-LeeLiz Witt-LeeOct 21, 2025
woman smiling
Meridian Financial Partners

Sarah Yakel Acclaimed in 2025 IN $100M Club Top Female Advisors

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,

Liz Witt-LeeLiz Witt-LeeOct 9, 2025
kira and tyler
Meridian Financial Partners

Meet the Team: Hello, Tyler

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. Afte

Liz Witt-LeeLiz Witt-LeeOct 9, 2025
nathan gilbert
Meridian Financial Partners

Meridian Financial Partners’ Nathan Gilbert Named One of AdvisorHub’s 250 Financial Advisors to Watch

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 na

Liz Witt-LeeLiz Witt-LeeOct 6, 2025