Meridian Wealth Management, LLC
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About
Meridian Wealth Management offers financial planning services to individual and high‑net‑worth clients, advising on cash flow and budgeting, retirement and education planning, estate and tax strategies, risk management, and periodic investment advice. Engagements are governed by written agreements and paid via an annual retainer; the firm currently reports no reportable assets under management.
The firm’s investment approach blends active and passive strategies, using fundamental analysis to select diversified, tax‑efficient, low‑cost mutual funds and ETFs and, when appropriate, third‑party managers; clients retain discretion over implementation and the firm typically provides at least annual reviews. Trading and account actions are generally non‑discretionary without client pre‑approval, and the firm discloses it does not accept performance‑based fees or commissions such as 12b‑1 trailer fees.
Meridian is notable among peers for its fee model: rather than charging a percentage of assets under management, it uses a net‑worth‑based annual retainer schedule that is negotiated and recalculated annually. The brochure also highlights principals’ outside roles — including publishing and a senior compliance position at a national planning network — and the firm’s participation in professional associations, which the firm identifies as channels for outreach and educational contact.
Client services
Expertise
Fee options
$0 - $99,999: $1,000 annually $100,000 - $399,999: $2,000 annually $400,000+: $3,000 annually
Minimum fee: Annual retainer fees based on net worth: $0 - $99,999: $1,000; $100,000 - $399,999: $2,000; $400,000 and above: $3,000 Fee-only: Annual retainer fees based on net worth as detailed above; fees are negotiable.
Main office
6605 Longshore Street, Suite 240
Dublin OH 43017
Advisors at this office
2
Most active in
Ohio
Also doing business as
Meridian Wealth Management, LLC · Pharmacist Wealth
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.
Forms ADV
Quick links
Advisors at this firm
Matthew B
CFP®
Dublin, OH
Meridian Wealth Management, LLC
Matthew Brandeburg is a CFP® professional with 10 years of industry experience, currently with Meridian Wealth Management, LLC since 2022. He previously worked at MTBW, LLC for six years. In addition to his advisory role, Brandeburg is the publisher of Coventry House Publishing, LLC, a publishing company he has been involved with since 2012. Meridian Wealth Management provides financial planning services to individual and high-net-worth clients, focusing on cash flow, retirement, education, estate, tax strategies, and risk management. The firm employs a mix of active and passive investment strategies, emphasizing tax-efficient, low-cost mutual funds and ETFs, with client discretion on implementation and typically annual reviews.
Renee B
Series 65
Dublin, OH
Meridian Wealth Management, LLC
Renee Bonsell is a financial advisor at Meridian Wealth Management, LLC with seven years of industry experience. She holds the Series 65 designation and has worked at Meridian Wealth Management since 2018. Additionally, she serves as a Senior Compliance Specialist for XY Planning Network, LLC. Meridian Wealth Management provides financial planning services to individual and high-net-worth clients, focusing on areas such as cash flow, retirement strategies, tax and estate planning, education funding, and investment planning. The firm employs a blend of active and passive investment approaches to construct diversified, tax-efficient portfolios.
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