Meridian Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Meridian Financial Advisors is a fee-only investment adviser that provides financial planning and discretionary portfolio management to individuals, high-net-worth clients, families, and small businesses. The firm offers comprehensive planning components—cash management, retirement, tax, estate and charitable planning—and also provides participant account management for held-away retirement plan accounts through a third‑party platform.
Portfolios are managed on a discretionary basis and typically include individual equities, bonds, mutual funds, annuities, and ETFs, with allocation and security selection guided by fundamental analysis and each client’s stated objectives and risk tolerance. The firm conducts at least annual reviews, rebalances as needed, and reports through custodial statements while using custodians that provide institutional trading and custody services.
Two features that distinguish Meridian from many peers are its use of client testimonials and the advertising of third‑party ratings on its website—practices that are uncommon among similar supported firms. The firm also disclosed a 2025 SEC consent order concerning certain website advertising and recordkeeping deficiencies and states it has since enhanced its compliance program, including new compliance oversight and external compliance support.
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: Fixed financial planning fees ranging 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 23 years of industry experience. She has been with Meridian Financial Advisors since 1990. Outside of her advisory role, she serves as Vice Chair and trustee of Sawin Academy, where she helps manage funds to provide benefits to an elementary school. Meridian Financial Advisors, LLC offers fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, families, and small businesses. The firm constructs portfolios based on fundamental analysis and client-specific objectives, managing approximately $257.9 million in discretionary assets.
Rana C
CFP®, Series 66
Holliston, MA
Meridian Financial Advisors, LLC
Rana Choubah is a CFP® with 14 years of experience in financial advising, currently with Meridian Financial, LLC since 2021. She previously worked at Parsons Capital Management, Inc. and Finivi. Outside of her advisory role, she serves in several financial and leadership positions within local religious organizations, including advisory board member and finance council member roles. Meridian Financial Advisors, LLC provides fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, families, and small businesses. The firm manages portfolios using fundamental analysis tailored to client objectives and risk tolerance, with an emphasis on minimizing expenses and updating plans as circumstances change.
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