A complete list of active advisors currently associated with Meridian Financial Partners LLC

Warmer can help you find a great advisor at Meridian Financial Partners LLC or one who fits your needs even better.

Meridian Financial Partners LLC provides personalized asset management and ongoing financial planning to individuals, high‑net‑worth clients, trusts, charitable organizations and pension plans, managing approximately $627.6 million in client assets according to its brochure. The firm describes its predominant service as asset management integrated with financial planning throughout the client relationship rather than as a one‑time deliverable. The firm’s investment approach emphasizes asset allocation as the primary driver of performance and typically manages client portfolios on a discretionary basis while allowing clients to place reasonable restrictions and express investment preferences. Meridian combines its own research with third‑party research and consulting, discloses use of Horizon Investments research, and recommends Schwab for custody and trade execution. Noteworthy among peers, Meridian advertises third‑party ratings and explicitly discloses receipt of research and consulting from Horizon Investments, a relationship the brochure notes could create incentives tied to research access. The firm also manages all client assets in‑house (it does not allocate to outside managers) and details use of a wider set of investment tools and specialized hourly services—such as margin, short sales, REITs, MLPs, and expert‑witness or divorce‑related engagements—that some team firms do not typically emphasize.

To learn more about the advisors currently working at Meridian Financial Partners 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.