A complete list of active advisors currently associated with Meridian Atlas Planning

Warmer can help you find a great advisor at Meridian Atlas Planning or one who fits your needs even better.

The firm provides fee‑only wealth management and financial planning services to individuals, high‑net‑worth individuals, charitable organizations, and businesses. Offerings include discretionary portfolio management, ongoing and project‑based financial planning, and coordination with third‑party professionals such as attorneys and tax advisors. Investment guidance is grounded in asset allocation principles and a mix of passive and active strategies informed by fundamental analysis and Modern Portfolio Theory; the firm typically implements portfolios on a discretionary basis while allowing clients to impose reasonable written restrictions. It develops individualized investment policies and conducts periodic monitoring and annual account reviews, with custodial recommendations and implementation assistance as part of the service mix. Notable differentiators include a formal program of educational seminars and speaking engagements delivered to organizations and the public (presented as general, non‑personalized education), which the brochure highlights as part of the firm’s services. The firm is newly formed and reported zero assets under management and no clients as of the filing date, and its principal concurrently serves as a university professor with a doctorate in personal financial planning and CFP® certification; the firm is structured with additional staff capacity rather than operating as a solo practitioner.

To learn more about the advisors currently working at Meridian Atlas Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.