Meridian Financial Advisors, LLC
Meridian Financial Advisors, LLC offers comprehensive planning based on your time horizon, risk tolerance, and specific goals. We specialize in securities analysis and portfolio management and provide our clients with ongoing active management of their IRAs, Roth IRAs, taxable accounts and IRA Rollovers. Insurance needs, tax minimization strategies, estate planning advice, education funding and Long Term Care are also included as part of every financial plan. No two plans are the same and every client has their own unique set of challenges, and contraints. Each plan is customized to your unique set of challenges and constaints.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.