Local Company


Meridian Financial Partners, LLC (“Meridian”) is an SEC registered investment adviser located in Warrenton, Virginia.    We are only able to transact business in the states in which we are registered, or where we qualify for an exemption or exclusion from registration requirements.

Meridian’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.  Accordingly, the publication of Meridian’s web site on the Internet should not be construed by any consumer and/or prospective client as Meridian’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by Meridian with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

For information pertaining to the registration status of Meridian, please contact the SEC or the state securities regulators for those states in which Meridian maintains a notice filing.  A copy of Meridian’s current written disclosure statement discussing Meridian’s business operations, services, and fees is available from Meridian upon written request.  Meridian does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Meridian web site or incorporated herein, and takes no responsibility therefore.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Meridian), will be profitable or equal any historical performance level(s).

Certain portions of Meridian’s web site (like our blog) may contain a discussion of, or provide access to, Meridian (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date.  Due to various factors, including changing market conditions, such discussion may no longer be reflective of our current positions and/or recommendations.  Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Meridian, or from any other investment professional.

Meridian is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.


Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Meridian is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Meridian by any of its clients.  Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers.

To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to Meridian’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Meridian, or from any other investment professional.

Each client and prospective client agrees, as a condition precedent to their access to Meridian’s web site, to release and hold harmless Meridian, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of their actions and/or omissions which are independent of their receipt of personalized individual advice from Meridian.



As a client of Meridian Financial Partners, LLC (“Meridian”), by selecting the “I Agree” button, I elect to participate in the password-protected access portion of Meridian Internet web site.  I understand that my participation will allow me to review certain investment-related information published by Meridian and unaffiliated third parties.  This password-protected access is made available to clients of Meridian free of charge.  This authorization shall continue until canceled in writing.

I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to their specific account.  I also understand that I will be assigned an individual password.  I agree not to share my password with any other person.  I hereby release and hold Meridian harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.