Meridian Wealth Partners was founded on a conviction that the financial advisory industry serves its own interests far too often. We chose a different path — one of complete transparency, fiduciary responsibility, and client-first decision making.
For over 25 years, our team has guided executives, entrepreneurs, and multi-generational families through the complexities of building, preserving, and transferring wealth. We don’t sell products. We architect outcomes.
Our independence means we owe allegiance to no bank, no brokerage, no fund family. We select the best solutions from across the entire financial landscape, and we sit on the same side of the table as our clients — always.
We are legally and ethically bound to act in your best interest. No exceptions, no conflicts, no commissions clouding our judgment.
Our investment philosophy is grounded in academic research and decades of market data — not hunches, trends, or market timing.
We measure success in decades, not quarters. Our average client relationship spans 12 years and growing. We build for permanence.
30+ years in institutional asset management. Former VP at Goldman Sachs Wealth Management. MBA, Wharton.
Specializes in multi-generational wealth transfer and philanthropic planning. Previously at Northern Trust.
Portfolio construction and risk management. Former analyst at Bridgewater Associates. Ph.D. Economics, MIT.
Schedule a confidential, no-obligation conversation with one of our senior advisors. We’ll discuss your goals and how we can help.