Updated October 23, 2023
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Meridian Wealth Advisors

Investment Advisor Firm
Total assets under management$1.1B
Years in business8+

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

Monthly Fee
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Assets Under Management

Regulatory filings

Areas of specialty

  1. Investment Management
  2. Legacy Planning
  3. Tax Planning
  4. Estate Planning

More about Meridian Wealth Advisors

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
2826098

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