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:

Financial advisor Kira Topeka joined Meridian in 2020 and now helps clients build personalized financial plans and navigate life’s many transitions. Her work is grounded in understanding what matters most to each individual and guiding them toward their goals with clarity and confidence. Originally from a small

My husband turns a magical age soon – a fairly big one, where people seriously start to contemplate retiring. There’s been a lot of talk in our house over the last 6 months, maybe a year, about getting ready for “the big day.” Of course, we are considerate of the money side of things, but […]

Caring for people is at the heart of everything Meridian’s Director of Operations, Heather Riggs does. She joined the firm in 2021 after pivoting from a decades-long operations career in the home restoration industry. Known for cultivating strong team camaraderie, Heather thrives in her role overseeing client

Financial Advisor Dan Fortunato came to Meridian in 2024 with a desire to help people solve their financial puzzles and put together efficient ways to plan for their goals. Coming to Meridian was purposeful – after six years leading youth as a Pastor in California and Virginia, and discussions with his mentor – he

Hi, I’m Joanne Hilliard. Welcome, I’m glad you’re here. I’m the Client Service Associate at Meridian, celebrating my first anniversary today! Chances are, if you have ever called the Meridian offices or walked into our Warrenton office, we’ve chatted. As part of the Operations team, I support our firm by

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 […]