About Meridian Wealth Advisors

Our Story

Founded in 2003 by Catherine Meridian, Meridian Wealth Advisors was built on a simple premise: that wealth management should be personal, transparent, and aligned with each client’s unique vision for their financial future.

After 15 years at Goldman Sachs, Catherine recognized that many high-net-worth individuals and families were underserved by large institutions focused on product sales rather than genuine financial planning. She established Meridian Wealth Advisors to offer a different approach — one grounded in fiduciary responsibility, deep expertise, and lasting relationships.

Our Approach

Fiduciary First. As a registered investment adviser, we are legally and ethically obligated to act in your best interest. We do not earn commissions on product sales, and our fee-only model ensures our advice is unbiased.

Comprehensive Planning. We look beyond investments to address all aspects of your financial life — retirement planning, tax optimization, estate planning, risk management, and philanthropic giving.

Institutional-Quality Research. Our investment committee draws on the same research and analytics tools used by major institutional investors, providing our clients with sophisticated strategies typically reserved for endowments and pension funds.

Personalized Service. Every client is assigned a dedicated advisory team. We maintain a deliberately limited client base to ensure each family receives the attention they deserve.

By the Numbers

• Assets Under Management: $2.1B
• Client Families: 340+
• Average Client Relationship: 9.2 years
• Team Members: 22
• Average Advisor Experience: 18 years

Registrations & Affiliations

Meridian Wealth Advisors is registered with the U.S. Securities and Exchange Commission (SEC) as an investment adviser (Registration No. 801-78452). Our advisors hold certifications including CFP®, CFA®, CPA, CPWA®, and ChFC®.

We are a member of the National Association of Personal Financial Advisors (NAPFA) and adhere to their fiduciary oath. Our firm is also a signatory to the CFA Institute’s Asset Manager Code of Professional Conduct.