Meridian Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Meridian Financial Advisors serves individuals, high‑net‑worth clients, families and small businesses with fee‑only financial planning and discretionary portfolio management across stocks, bonds, mutual funds, annuities and ETFs. The firm also offers participant account management for held‑away retirement plan accounts using a third‑party platform.
Operating as a fiduciary, Meridian tailors portfolios to clients’ stated objectives and risk tolerances, relying on fundamental analysis and regular reviews while permitting written client restrictions on investments. Accounts are managed on a discretionary basis with ongoing rebalancing and annual reviews, and the firm uses a linkage to a third‑party platform to review and rebalance participant accounts without direct custody access.
The brochure discloses that Meridian advertises third‑party ratings and uses client testimonials on its website—practices that are uncommon among similar supported firms—and it also discloses a 2025 SEC consent order concerning certain advertising and recordkeeping deficiencies. The firm states it has strengthened its compliance program in response, and it manages roughly $308 million in discretionary assets with a two‑advisor team, a scale that may be of interest to prospective clients evaluating small advisory teams.
Client services
Expertise
Fee options
$1 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.85% annually $3,000,001 - $5,000,000: 0.65% annually $5,000,001+: 0.50% annually
Account minimum: $1,000,000 Fee-only: Financial planning fixed fees typically range from $4,000 to $10,000 depending on complexity.
Main office
13 Water Street, Suite 302
Holliston MA 01746
Advisors at this office
2
Most active in
Connecticut · Florida · Massachusetts · New Hampshire · Texas
Also doing business as
Bruggeman, Georgia · Meridian Financial · Meridian Financial Advisors, LLC · Meridian Financial, LLC · Personal Financial Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Georgia B
CFP®
Holliston, MA
Meridian Financial Advisors, LLC
Georgia Bruggeman is a CFP® professional with 24 years of industry experience, currently serving at Meridian Financial Advisors, LLC since 1990. She holds the position of Vice Chair and serves as a trustee at Sawin Academy, where she helps manage funds to provide benefits to an elementary school. Meridian Financial Advisors, a two-advisor firm, provides fee-only financial planning and discretionary portfolio management for individuals, high-net-worth clients, families, and small businesses. The firm operates as a fiduciary, tailoring portfolios based on clients’ objectives and risk tolerances with ongoing rebalancing and annual reviews.
Rana C
CFP®, Series 66
Holliston, MA
Meridian Financial Advisors, LLC
Rana Choubah is a CFP®-certified financial advisor with 14 years of industry experience, currently practicing at Meridian Financial Advisors, LLC. Her prior roles include positions at Parsons Capital Management, Inc. and Finivi. Outside of her advisory work, she serves on the advisory board of Maronite Servants of Christ the Light, advises on financial matters for Our Lady of Purgatory church, and is vice president of St. Joseph Sodality New Bedford, coordinating spiritual and community events. Meridian Financial Advisors provides fee-only financial planning and discretionary portfolio management for individuals, high-net-worth clients, families, and small businesses. The firm manages accounts with a fiduciary approach, tailoring portfolios to client objectives and risk tolerances, and also offers participant account management through a third-party platform.
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