A complete list of active advisors currently associated with Meridian Financial, LLC
Warmer can help you find a great advisor at Meridian Financial, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Meridian Financial, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Holliston, MA
| 23
| |
Holliston, MA
| 14
|
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