Investment Strategy
Low-cost, evidence-based portfolios engineered around your goals — tilting toward factors with documented premiums, never headlines.
Learn moreFee-Only Fiduciary Advisory · Est. 2001
Clarity for your capital. Confidence for every market.
Meridian Capital Advisory provides disciplined, data-driven financial consulting for families and founders — built on evidence, not speculation.
$2.4BAssets advised
25Years in practice
98%Client retention
2020
2021
2022
2023
2024
CLIENT AUA · INDEXED 2020 = 100SOURCE: MERIDIAN
Services built on evidence
Three disciplines, one standard: advice that survives peer review, market cycles, and second opinions.
Retirement & Wealth Planning
Monte Carlo projections, withdrawal sequencing, and tax-efficient drawdown roadmaps that put a date on your independence.
Learn moreRisk & Tax Optimization
We quantify your true exposure and coordinate directly with your CPA to harvest losses, locate assets, and keep more of what you earn.
Learn moreA disciplined process
Every engagement follows the same three-step arc — documented, reviewed, and renewed.
01
Discovery
A confidential 60-minute review of your balance sheet, goals, and risk tolerance — at no cost.
02
Strategy Design
Your advisor presents a written plan: model portfolios, tax scenarios, and full fee disclosure.
03
Ongoing Stewardship
Quarterly rebalancing, annual plan refreshes, and a standing line to your advisor as life changes.
What clients say
References available on request — most of our new clients arrive by referral.
“Meridian rebuilt our retirement plan around data instead of headlines. We retired two years earlier than we thought possible.”
Elena MarshFounder, Northlake Goods
“Twelve years, three market cycles, one steady hand. Their discipline is the most valuable thing we pay for.”
David OkaforManaging Partner, Okafor & Hughes LLP
Transparent, fee-only pricing
No commissions, no hidden loads. You pay for advice, and only advice.
Essentials
$350 / month
- Annual financial plan review
- Portfolio rebalancing alerts
- Quarterly performance report
- Email support
Advisory
$950 / month
- Dedicated senior advisor
- Comprehensive financial plan
- Tax-loss harvesting & location
- Unlimited consultations
- Estate & trust coordination
Private Wealth
Custom
- Multi-generational planning
- Alternative investments access
- Family governance support
- Dedicated advisory team
Frequently asked questions
Straight answers, in writing, before you ever sign.
How are you compensated?
We are fee-only: a flat monthly retainer or 0.75% of assets under advisory, billed quarterly. We accept no commissions, referral fees, or fund incentives of any kind.
Are you held to a fiduciary standard?
Yes — always, for every client and every account, in writing. Our Form ADV and engagement letter both commit us to act in your best interest at all times.
What are your account minimums?
Ongoing advisory begins at $500,000 in investable assets. Below that, our Essentials tier provides planning-only engagements with no asset minimum.
Let's put your capital on a disciplined path.
Schedule a complimentary consultation with a senior advisor.
No obligation · Confidential