Clarity for your money, confidence for your future
Retirement planning, investment management and tax strategy from advisors who are legally required to act in your best interest. No commissions, ever.
Always in your interest
No commissions, ever
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Advice that's built around you, not products
As a fee-only fiduciary, we don't sell investments or earn commissions. Our only job is to help you make smart decisions with your money.
- CERTIFIED FINANCIAL PLANNER™ professionals
- Transparent flat-fee and AUM pricing
- One dedicated advisor for every client
Comprehensive financial planning
We bring every part of your financial life together into one clear, living plan.
Retirement planning
Know exactly when and how you can retire.
Investment management
Low-cost, diversified, evidence-based portfolios.
Tax strategy
Keep more of what you earn.
Business owner planning
From growth to a successful exit.
Estate & legacy planning
Protect the people and causes you love.
Family office services
Concierge support for complex families.
How we work together
Discover
A free conversation about your goals, worries and timeline.
Plan
We build your personalised financial plan and investment strategy.
Partner
We implement, monitor and update your plan as life evolves.
Trusted by families and business owners
“For the first time we have a clear plan and stopped worrying about whether we'll be okay in retirement.”
“Meridian helped me prepare for the sale of my company two years in advance. The tax savings alone were remarkable.”
“They explain everything without jargon and never push products. That honesty is rare.”
Let's talk about your future
A free, no-obligation 30-minute call with a CFP® professional.