Real people who care about your money
Not a call center. Not a robo-advisor. A small team of experienced professionals who know your name, your goals, and your family's story.
Four advisors. 74 years of combined experience.
Every client works directly with a senior advisor — someone who picks up the phone, knows your situation, and stays with you for the long term.
Robert left a national brokerage in 2003 to start Meridian. 28 years in, he still meets every new client personally. Believes the best financial plan is the one you actually follow.
Sarah specializes in helping families navigate major transitions — new homes, new babies, career changes. Clients say she makes the overwhelming feel manageable.
Arun spent 12 years in corporate tax before joining Meridian. He finds savings other advisors miss. His clients saved an average of $38,000 in taxes last year.
Laura builds and manages client portfolios with a focus on low-cost, evidence-based investing. She believes complexity is the enemy of good returns.
We built a team, not a sales floor
At Meridian, there are no quotas, no product targets, and no bonuses for selling you something. Every advisor is salaried and incentivized solely on client satisfaction and retention — not on how much they sell.
That's why our team stays. Our average advisor tenure is 11 years. When you call, you speak to someone who knows you — not whoever happens to be free.
Ready to meet the person who'll manage your plan?
Book a free call. You'll speak directly with one of our senior advisors — not an intake coordinator, not a junior associate.
Book Your Free Call