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Your Financial Future, Thoughtfully Managed

For over two decades, Meridian Wealth Advisors has helped high-net-worth individuals and families navigate complex financial landscapes with clarity and confidence.

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SEC Registered Fee-Only Fiduciary Est. 2003

$2.4B

Assets Under Management

372+

Client Families

17

Avg. Years Experience

2003

Year Founded

Our Services

Comprehensive Wealth Management

Explore our full suite of services tailored to high-net-worth individuals and families.

Holistic Wealth Planning

We integrate investment management, tax optimization, and risk management into a single cohesive strategy tailored to your goals. Our evidence-based approach draws on institutional-grade research to build diversified portfolios designed for long-term growth.

  • Customized Investment Policy Statements
  • Tax-efficient portfolio construction
  • Ongoing monitoring and quarterly rebalancing
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Minimum Account Size

$500,000

Financial planning fee waived for accounts over $1M

Strategic Retirement Planning

Retirement planning is about more than accumulating assets. We develop sustainable income strategies that balance your lifestyle needs against longevity risk, inflation, and market volatility.

  • Retirement readiness assessment and income projections
  • Social Security optimization for you and your spouse
  • Healthcare and long-term care cost planning
  • Tax-efficient distribution strategies across account types
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Average Client Retirement Assets

$3.2M

Across 401(k), IRA, and taxable accounts

Thoughtful Estate Planning

We work alongside your estate attorney to ensure your wealth is distributed according to your wishes while minimizing tax liability and administrative burden for your heirs.

  • Trust planning: revocable, irrevocable, GRATs, CRTs
  • Tax-efficient gifting strategies
  • Charitable planning and foundation setup
  • Business succession planning
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2026 Federal Estate Tax Exemption

$13.99M

Per individual — subject to legislative change

Proactive Tax Strategy

We work year-round to identify opportunities that reduce your current and future tax liability, coordinating closely with your CPA to ensure seamless implementation.

  • Systematic tax-loss harvesting
  • Multi-year Roth conversion analysis
  • Charitable giving optimization and bunching strategies
  • Multi-state tax planning for complex situations
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Average Annual Tax Savings

$47,000

Per client family through active tax management

Insights

Latest Market Commentary

April 1, 2026

Maximizing Impact: Charitable Giving Strategies for High-Net-Worth Individuals

Strategic charitable giving can amplify your philanthropic impact while providing significant tax benefits.

March 15, 2026

Protecting Your Wealth in Volatile Markets: A Disciplined Approach

Market volatility is inevitable. Here's how a disciplined investment approach can protect and grow your wealth through uncertainty.

March 2, 2026

Q1 2026 Market Outlook: Opportunities in Uncertainty

Our investment committee's outlook for Q1 2026, including key risks and opportunities across asset classes.

View All Insights
Testimonials

What Our Clients Say

FAQ

Frequently Asked Questions

Our current account minimum is $500,000 in investable assets. For accounts under $1,000,000, an annual financial planning fee applies. We occasionally make exceptions for clients with significant growth potential or multi-generational family relationships. Please contact us to discuss your situation.

Meridian operates on a fee-only basis. We do not earn commissions, referral fees, or any compensation from third parties. Our sole source of revenue is the advisory fees paid directly by our clients. This structure eliminates conflicts of interest and ensures our advice is always in your best interest. See our Fee Schedule for complete details.

Our onboarding process typically takes 2-4 weeks and includes: (1) An introductory call to understand your goals and determine mutual fit. (2) A comprehensive financial data gathering session where we review your accounts, tax returns, estate documents, and insurance policies. (3) Development of your personalized Investment Policy Statement and financial plan. (4) Account transfers and portfolio implementation. (5) A 90-day review meeting to confirm everything is on track. Your dedicated advisory team is available throughout the entire process.

Yes, Meridian Wealth Advisors is a registered investment adviser (RIA) with the SEC, which means we are legally bound by the fiduciary standard. This requires us to act in your best interest at all times, disclose all conflicts of interest, and provide transparent fee information. Unlike broker-dealers who only need to meet a "suitability" standard, we must always put your interests ahead of our own. Read more about what fiduciary duty means.

At minimum, you will receive quarterly performance reports and have semi-annual advisory meetings (in person or virtual). Beyond that, we proactively reach out when market events, tax law changes, or life events warrant a conversation. Our investment committee publishes regular market commentary, and your advisor is always available by phone or email for ad-hoc questions. During periods of elevated market volatility, we increase our communication frequency.

Your assets are held at Charles Schwab, our primary custodian — one of the largest and most reputable financial institutions in the United States. Meridian never takes custody of your funds. You can log into your Schwab account at any time to view your holdings independently. Schwab accounts are protected by SIPC insurance up to $500,000 (including $250,000 for cash) and Schwab provides additional excess coverage through Lloyd's of London.

Ready to Take the Next Step?

Schedule a complimentary consultation with one of our senior advisors.

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