Clear-eyed financial guidance, built around your life.
Meridian Capital Partners is a fee-only fiduciary firm helping individuals, families, and business owners plan for retirement, manage investments, and transfer wealth with confidence.
- Founded
- 2009
- Fiduciary Standard
- Always
- Structure
- Fee-Only
Guidance tailored to where you are in life
We organize our work around your needs and goals, not internal product lines.
Pre-Retirees
Nearing retirement and evaluating advisors for holistic planning across retirement income, tax, and estate strategy.
Learn MoreHigh-Net-Worth Families
Multi-generational wealth seeking sophisticated wealth, estate, and philanthropic planning with discretion.
Learn MoreBusiness Owners
Founders and operators planning a liquidity event, succession, or their company retirement plan.
Learn MoreInstitutions & Employers
Organizations evaluating a 401(k) partner or executive financial wellness benefit.
Learn MoreA full range of wealth management services
Each service is delivered by credentialed specialists working from a single, coordinated plan.
Wealth Management
Holistic, ongoing management of your full financial picture in one coordinated plan.
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Retirement Planning
Income strategies designed to carry you confidently through a multi-decade retirement.
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Estate & Trust Planning
Protect and transfer wealth across generations with coordinated legal and tax strategy.
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Investment Management
Disciplined, diversified portfolio construction aligned to your goals and risk tolerance.
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Tax Planning
Coordinated strategies to help manage your tax exposure year over year.
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Institutional & Retirement Plans
401(k) design, fiduciary support, and employee education for employers.
Explore This ServiceWhat sets our approach apart
Fiduciary Standard
We are legally and ethically bound to act in your best interest, always.
Fee-Only Transparency
We are compensated only by our clients — never commissions on products we recommend.
Credentialed Team
Our advisors hold CFP®, CFA, and CPA credentials across planning and investment disciplines.
Recent thinking from our team
Making Sense of Market Volatility
A framework for staying disciplined when headlines get loud.
Read MoreSequencing Withdrawals in Early Retirement
Why the order you draw from accounts matters as much as how much.
Read MoreYear-Round Tax Planning for Business Owners
Moves worth making well before the filing deadline.
Read MoreThis content is for informational purposes only and does not constitute personalized investment, tax, or legal advice. It is not a recommendation to buy or sell any security. Past performance is not indicative of future results, and all investments involve risk, including possible loss of principal. Meridian Capital Partners is a fee-only fiduciary; please see our Form ADV Part 2A for a full description of our services and fees.
Meet a few of our advisors
Alexandra Reyes
Founding Partner, CFP®
Alexandra has spent two decades guiding pre-retirees and business owners through major financial transitions.
Marcus Whitfield
Director of Investments, CFA
Marcus leads portfolio construction and risk management across all client accounts.
Priya Nandakumar
Senior Tax Strategist, CPA
Priya coordinates tax planning strategy alongside each client's investment and estate plan.
Let's talk about your financial future.
Schedule a complimentary introductory call with one of our advisors — no obligation, no sales pitch.