Meridian Financial, LLC

About

Fee-Only Financial Advisors | Trusted, Independent Advice Skip to content 508 429-2600 Linkedin Facebook let's Chat Menu Welcome to Meridian Financial Advisors We are Fee Only Fiduciary Advisors We are independent fee-only fiduciary advisors because we believe it is the best and most honest way to serve our clients. let's talk Comprehensive Advice Our fee-only approach is designed to give you peace of mind and allow us to build a deeper relationship of trust so that together we can address all areas of your financial life and not just your investment portfolio. We have operated as fee-only advisors since 1993 because we believe it is the best business model to serve clients and help them reach their goals. Not all financial advisers are fiduciaries. However, at Meridian Financial Advisors, we are Registered Investment Advisers acting in a fiduciary capacity and are obligated by law and oath to disclose and attempt to mitigate all potential conflicts of interest. We do not receive kickbacks or commissions for recommending certain financial products. As fiduciaries, we must always recommend what we believe are the ideal financial solutions for your unique situation, while other non-fiduciary advisors are only held to a suitability standard for their recommendations. Since we re only compensated by you, our client, you can trust that we re on your side doing all we can to help you grow your investments, resolve your financial challenges, and reach your most important life goals.

Key Contact

Geographic Focus