Built on trust, guided by fiduciary duty.
Meridian Capital Partners was founded on a simple idea: clients deserve an advisor who is legally and ethically bound to act in their best interest, with fees they can understand and a process they can see.
Guidance without conflicts of interest
We started Meridian because we believed families and business owners deserved better than commission-driven advice. As a fee-only fiduciary firm, we are compensated only by our clients — never by product sales — so our guidance is built entirely around what serves you.
What guides our work every day
Fiduciary First
Every recommendation is measured against a single standard: your best interest.
Radical Transparency
Clear, plain-language explanations of our fees, our process, and our reasoning.
Long-Term Discipline
We build plans for decades, not market cycles, and we stay the course together.
Continuous Learning
Our team maintains rigorous credentials and keeps pace with markets, tax law, and planning strategy.
Milestones along the way
- 2009
Meridian Capital Partners founded as an independent, fee-only advisory firm.
- 2014
Expanded services to include dedicated estate and trust planning.
- 2019
Launched institutional retirement plan services for employers.
- 2026
Serving individuals, families, business owners, and institutions nationwide.
Ready to start the conversation?
Schedule a complimentary introductory call with one of our advisors.