Meridian officially began in 2015

Founding partners Sarah Yakel and Nathan Gilbert both come to the firm with distinguished careers helping individuals and organizations attain their goals — earning the unwavering trust of many long-term clients along the way.

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Fee Only Financial Advisor - Whole Life Financial Planning family 1
Whole-life Financial Planning
We build highly detailed financial plans based on where you are now and where you’re going.
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Retirement Planning
At Meridian, our financial plans are built to keep working long after you decide to retire.
Fee Only Financial Advisor - Investment Management bars
Investment Management
Our smart, diversified portfolios are built to optimize your returns for long-term success.
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Frequently Asked Questions

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Start Your Journey Today.

Is there something Meridian can clarify for you? Help is just a phone call or email away. Call us at (540) 878-5416, or use Calendly to schedule a meeting with one of our advisors today!