Financial Planning Consultation

Build a Future
Worth Having.

Meridian Wealth Advisors delivers bespoke retirement, investment, and tax planning — crafted around your life, not a spreadsheet template.

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$2.4B
Assets Managed
18yr
Industry Experience
1,200+
Clients Served
Finance Services

Tailored Financial Services

Three specialized disciplines, one integrated strategy designed around your goals.

Retirement Planning

Retirement Planning

Design a retirement roadmap that lets you maintain your lifestyle with confidence — 401(k) optimization, IRA strategies, and Social Security timing.

  • 401(k) & IRA optimization
  • Social Security strategy
  • Income drawdown planning
  • Healthcare cost forecasting
Investment Advisory

Investment Advisory

Evidence-based portfolio construction balancing growth and risk tolerance — from equities and bonds to alternative assets and ESG mandates.

  • Risk-profiled portfolio design
  • Asset allocation rebalancing
  • ESG / values-based investing
  • Alternative asset exposure
Tax Strategy

Tax Strategy

Minimize your lifetime tax burden through Roth conversions, tax-loss harvesting, charitable giving structures, and estate planning integration.

  • Roth conversion planning
  • Tax-loss harvesting
  • Charitable giving vehicles
  • Estate & inheritance planning
Our Process

How It Works

A clear, four-step process from first conversation to ongoing success.

Discovery Call

We listen. A free 30-minute session to understand your goals, concerns, and current situation.

Financial Assessment

Our team analyzes your income, assets, liabilities, and risk profile to build a complete picture.

Custom Plan

We deliver a personalized financial plan with clear action items across retirement, investment, and tax tracks.

Ongoing Partnership

Quarterly reviews and proactive outreach mean your plan evolves as your life does.

Why Meridian

Fiduciary Advisors. Your Interests First.

As fee-only, fiduciary advisors, we are legally required to act in your best interest — not earn commissions. Every recommendation we make is grounded in evidence, not product sales.

  • Fee-only fiduciary — no commissions, no conflicts
  • CFP® certified advisors with 18+ years of experience
  • Holistic planning — retirement, investment, and tax in one plan
  • Transparent pricing — flat fees, no hidden costs or AUM charges
  • Digital & in-person — meet however works for you
Client Stories

What Clients Say

Real outcomes from real people who put their financial future with Meridian.

★★★★★
"I came to Meridian nervous about retirement at 58. Within six months we had a clear plan, and for the first time in years I sleep well at night knowing exactly what I'll have."
Patricia S. Retired Teacher, Oregon
★★★★★
"The tax strategy alone saved us nearly $18,000 in the first year through Roth conversions we never knew were possible. The investment advice has been equally sharp."
James & Maria T. Business Owners, Texas
★★★★★
"As a software engineer, I was doing 'okay' with my own index funds. Meridian showed me what okay was actually costing me in missed tax efficiency and sequence-of-return risk."
David K. Software Engineer, Washington
Questions

Frequently Asked Questions

Clear answers to the things people ask most before booking.

We charge flat fees based on plan complexity — typically $2,500–$5,000 for a comprehensive financial plan. Ongoing advisory retainers start at $250/month. There are no AUM percentages or hidden commissions.
It means we are legally and ethically required to act in your best interest at all times. Unlike commission-based brokers, we never earn money from recommending products — our only incentive is your financial success.
No minimum. We work with clients at every stage — from those just starting to accumulate wealth to retirees managing significant portfolios. What matters is that you're committed to the planning process.
Absolutely. We serve clients nationwide via secure video consultations. We also have offices in Portland, Denver, and Austin for in-person meetings.
Ongoing retainer clients receive a formal quarterly review plus ad-hoc check-ins whenever life events occur — job changes, inheritances, market dislocations. We believe financial plans should be living documents.
Get Started

Book Your Free
Consultation

There's no obligation. Just a 30-minute conversation where we listen, answer your questions, and show you what a personalized plan could look like.

+1 (800) 555-0140
Mon–Fri, 8 AM – 6 PM PT
hello@meridianwealth.com
We reply within one business day
Portland · Denver · Austin
Nationwide via video

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