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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

Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act

Analyzes the Fed's trade-offs between employment and inflation concerns.

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Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Calculators

Savings Goals

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

Savings Accumulation

Estimate the future value of your current savings.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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