Question 1

How much does a first meeting cost?

Accepted Answer

Nothing. The introductory call is free and there is no obligation to become a client.

Question 2

Is there an account minimum?

Accepted Answer

We work with a range of households. Rather than a hard minimum, we look at whether our planning and investment services fit what you need — the intro call sorts that out quickly.

Question 3

Are you a fiduciary?

Accepted Answer

Yes. Meridian Financial Partners is an independent, fee-only registered investment advisor, which means we are held to a fiduciary standard and do not earn commissions on products.

Question 4

How quickly will someone contact me?

Accepted Answer

We respond to form submissions within one business day. If you would rather talk now, call (540) 878-5416.

Question 5

Can we meet virtually?

Accepted Answer

Yes. We meet clients by video and phone throughout Virginia, Maryland and Washington, DC, and in person at our Warrenton and Washington, VA offices.

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Warrenton, VA office

Washington, VA office