Interviewing Advisors? Our Answers to Your Questions
Overview
We believe informed clients make better decisions, so we answer the same questions we encourage you to ask any financial advisor — in writing, before you ask them.
This companion to our interview guide sets out how Meridian operates: our fiduciary commitment, how our fees work, our independent ownership, the conflicts we think are worth being transparent about and how we manage them, and what working with us looks like day to day.
Financial advice works best when there is clarity, trust, and alignment. If any answer here raises a further question, we are always glad to have that conversation.
What this checklist covers
- 1Our fiduciary commitment — at all times, for all advice
- 2How we are paid: fee-only, directly by clients
- 3Independent and privately owned
- 4The conflicts we disclose and how we manage them
- 5Your dedicated advisor and the team behind them
- 6How often we meet and what we cover
Common questions
Keep the complete reference on hand
A printable one-pager for the dates, numbers, and items that matter.
PDF · 231 KB · No email required
Interviewing a Financial Advisor? Take These Questions With You
This guide answers the questions in our companion interview checklist — print that list and take it into every advisor meeting, ours included.
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Descriptive information about our firm, current as of publication. Please see our Form ADV and Form CRS for complete details on services, fees, and conflicts of interest.