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About Meridian Wealth Advisors
Meridian Wealth Advisors is a distinguished independent Registered Investment Advisor (RIA) boasting over a century of collective experience. Specializing in tailored wealth advisory and planning services, they cater primarily to high-net-worth individuals and families.
Their role as a trusted advisor extends beyond traditional financial planning. They seamlessly integrate investment management, tax planning, and estate planning, crafting holistic wealth plans to deliver an unparalleled client experience.
Meridian Wealth Advisors' independence is key, enabling them to provide objective, client-centric advice. Operating as fiduciaries on a fee-only basis, they prioritize client interests while mitigating potential conflicts of interest.
A cornerstone of their approach involves collaboration. They recognize that comprehensive planning should involve clients, their families, their teams, and other professionals like CPAs and attorneys. This team-based dynamic approach ensures the design, implementation, and management of a comprehensive wealth plan that evolves with client needs.
Pricing options
Regulatory filings
Areas of specialty
- Investment Management
- Legacy Planning
- Tax Planning
- Estate Planning
More about Meridian Wealth Advisors
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 282609 | 8 |
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