Last updated: January 1, 2026
Meridian Advisor is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training, nor does it constitute an endorsement by the SEC.
As a registered investment advisor, Meridian Advisor operates under a fiduciary standard. This means we are legally obligated to act in your best interest at all times. We put your needs ahead of our own and disclose any potential conflicts of interest.
Meridian Advisor is compensated exclusively through advisory fees paid directly by our clients. We do not receive commissions, referral fees, kickbacks, or any other form of compensation from third parties. This fee-only structure is designed to eliminate conflicts of interest and ensure our recommendations are based solely on what is best for you.
Our fees are based on a percentage of assets under management (AUM) and vary by service tier. Current fee schedules are available on our Services page and in our Form ADV Part 2A brochure, available upon request.
All investing involves risk, including the potential loss of principal. Past performance is not a guarantee of future results. The value of your investments may fluctuate, and you may receive more or less than your original investment when you redeem your shares. No investment strategy can guarantee a profit or protect against loss.
Any projections, forecasts, or estimates presented on this website or in client materials are hypothetical in nature, do not reflect actual trading, and may not reflect the impact of material economic and market factors. Results may vary and actual outcomes may differ materially from any projections shown.
Testimonials and case studies presented on this website represent the experiences of specific clients and are not indicative of future performance or success. Each client's experience is unique, and results will vary based on individual circumstances, goals, and market conditions. Testimonials are provided voluntarily and clients are not compensated for their statements.
Meridian Advisor does not take custody of client assets. Client funds and securities are held at independent, qualified custodians. Clients receive statements directly from their custodian and should carefully review these statements.
Our Form ADV Part 2A (Firm Brochure) and Part 2B (Brochure Supplement) contain important information about our advisory services, fees, conflicts of interest, and disciplinary history. These documents are available upon request by contacting us at info@meridadvisor.online or by visiting the SEC's Investment Adviser Public Disclosure website at adviserinfo.sec.gov.
Meridian Advisor may only transact business in states where it is registered or qualifies for an exemption. This website does not constitute a solicitation to provide advisory services in any jurisdiction where Meridian Advisor is not appropriately registered.
If you have any questions about these disclosures or our advisory services, please contact us at info@meridadvisor.online, call +1 (513) 206-8914, or write to: Meridian Advisor, 312 Walnut Street, Suite 400, Cincinnati, OH 45202.