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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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Is It Time to Declare Your Financial Independence?

Here are some ideas to help pursue a life of financial freedom.

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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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Charitable Gifts of Life Insurance

Explains using life insurance to make meaningful charitable donations.

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Calculators

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Savings Accumulation

Estimate the future value of your current savings.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Mortgage Acceleration

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

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