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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

What Is Value Investing?

At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.

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Midyear Checkup: Can You Contribute More to Your Retirement Plan?

With traditional pensions in decline, its up to the individual employee to build retirement savings in a work-based account.

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HOT TOPIC: The Iran War, the Economy, and Your Portfolio

This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.

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Q&A on RMDs

Here are answers to some key questions about required minimum distributions.

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Calculators

Car Affordability

How much can you afford to pay for a car?

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

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