A complete list of active advisors currently associated with Meridian Wealth Advisors, LLC

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

Meridian Wealth Advisors provides wealth management and financial planning to individuals, high-net-worth clients, corporations, and trusts. Services include portfolio management using mutual funds and ETFs, financial planning, and advisory support for employer-sponsored retirement plans and other held-away assets. The firm’s investment approach is grounded in Modern Portfolio Theory and favors passive, asset-class diversification implemented principally through mutual funds and ETFs—most often funds from Dimensional Fund Advisors—documented with written investment policy statements and informed by simulations and model portfolios. Portfolios emphasize long-term, buy-and-hold strategies with periodic rebalancing and may include interval funds or Treasury securities where appropriate. Noteworthy features include an affiliated accounting firm owned by the managing member that may prepare clients’ tax returns and provide administrative support, and an explicit practice of advising corporate or business clients in addition to individual investors. The adviser commonly operates with non-discretionary authority—consulting clients before implementing recommendations—which can affect time-sensitive execution, and it uses third-party custodial and back-office platforms to support trade execution and reporting.

To learn more about the advisors currently working at Meridian Wealth Advisors, 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.