Independent advice since 2004
We're employee-owned and answer only to our clients.
Founded to put clients first
Meridian was founded by three advisors who left Wall Street because they wanted to give advice without sales targets. Two decades later we're still independent, still fee-only and still putting clients first.
- Registered Investment Adviser with the SEC
- 14 CFP® professionals and 3 CPAs
- Offices in Charlotte and Raleigh
Two decades of steady growth
From a small office in Charlotte to one of the Southeast's leading independent advisory firms.
Meridian founded
Three advisors open a fee-only practice in Charlotte.
$500M milestone
Client assets pass half a billion dollars.
Raleigh office opens
Expanding to serve families across North Carolina.
Employee-owned
Ownership transitions to our team of advisors.
The team you will work with
Richard Hayes, CFP®
Founding Partner
Angela Brooks, CFP®, CPA
Partner · Tax Planning
Samuel Ortiz, CFA
Chief Investment Officer
Nicole Grant, CFP®
Senior Wealth Advisor
Our principles
Fiduciary always
We are legally bound to act in your best interest.
Radical transparency
Clear fees, clear reports, no hidden costs.
Long-term relationships
Many clients have been with us for over 15 years.