About Meridian Financial Partners
We strive each day to be fully engaged with our clients, delivering exceptional advice,
strategies, and service.
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.
At Meridian, we aim to:
- Earn long-term trusting relationships
- Communicate openly, clearly and respectfully
- Create fearless, engaging and productive client experiences
- Be authentic, grateful and generous
- Stay curious and seek knowledge
- Serve our communities in a caring manner
Meet the Meridian Team
Meet Our Team
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!