Meridian Blog

I was lucky growing up, in that my dad would bring me alongside him and try to explain to me how investments worked. He opened an account for me and helped me get started at a young age. I will admit, I was much more confused than I was letting on, but that little bit […]

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

Over Memorial Day weekend, the Yakel family took a quick trip up to Cedar Point as we have two teenage boys who are roller coaster fanatics. I walked Ben and Ethan to the park for early entry at 8:30AM…and then came back to collect them at park close after 10PM (I had given up trying […]

“Have a plan, but have an adventure” – Liz Witt-Lee Money Can’t Buy Happiness, But a Plan Can Unlock Joy Back in March, I wrote a blog looking at the topic of “does money buy happiness.” The conclusion was that while money alone does not buy happiness, it affords individuals the freedom and capacity to

Why a Financial Advisor Is Essential Throughout the Estate Planning Life Cycle Every year, at least one of the decorative wreaths on Meridian’s doors gets graced with a bird’s nest, then mini speckled eggs, and finally (and hopefully) the tiniest of baby birds. It’s such a gift to see the miracle of life

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 […]