Who We Are

When founding partners Sarah Yakel and Nathan Gilbert created their own financial advisory firm, they had one goal in mind: transparency.

So much of the financial planning industry involves hidden fees and an inauthentic approach to clients’ lives, focused on building profits rather than long-lasting relationships. Founding Meridian presented the opportunity to change that – and we’re proud to say that since opening our doors in 2015, we now proudly serve 477 households across 30 states.

We’re honored to be a part of your financial journey — to provide guidance along the path, lend support during difficult times and celebrate your successes. We’re gratified by the long-term, mutually trusting relationships we’ve established and continue to build.