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Welcome to Meridian Wealth Advisors

Meridian Wealth helps our clients navigate towards achieving their financial goals with clarity & precision by providing a holistic approach to financial planning tailored to their unique financial situations. We believe that financial planning is not just about numbers, but about helping you live the lifestyle you deserve.

We are a team of experienced and dedicated financial planners who help you develop a comprehensive financial plan whether you want to secure your retirement, protect your assets, fund your children's education, or plan your estate.

Our values are based on quality in service, collaboration, trust, integrity, and compassion. Our clients are our partners and friends. We care about our clients and their families, and we support them through life's transitions and challenges.

Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

Newsletters

Be Storm Smart: How to Prepare for Extreme Weather

More than a quarter of U.S. homes are exposed to severe or extreme weather risk. While homeowners can't control the forecast, they can take proactive steps to prepare.

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New and Improved Tax Treatment for Qualified Small Business Stock

The One Big Beautiful Bill Act of 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.

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Charitable Gifts of Life Insurance

Explains using life insurance to make meaningful charitable donations.

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Medicare Open Enrollment: A Time for Choices

Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

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Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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