Clear thinking for complex finances.
Meridian helps business owners and families make confident financial decisions — with advice that is independent, evidence-based, and always in your interest.
Advice for every stage of the journey
Four practices, one discipline: your goals first, then the strategy — never products or commissions.
Wealth Advisory
Long-term investment strategy, portfolio construction, and ongoing stewardship tailored to your risk appetite and horizon.
Corporate Finance
Capital structure, valuation, and transaction support for owner-led businesses preparing to grow, raise, or exit.
Risk & Compliance
Practical risk reviews and governance frameworks that protect what you have built without slowing you down.
Retirement & Estate
Succession, retirement income, and estate planning that keeps wealth working across generations.
Advisors, not salespeople
Four partners, one standard: if we wouldn't take the advice ourselves, we don't give it.
Elena Vasic
Wealth strategy for founders and multi-generation families.
Marcus Reid
Valuations, raises, and exits for owner-led businesses.
Priya Sharma
Governance and compliance that holds up under scrutiny.
Tomás Ferreira
Retirement income and estate plans built to outlast markets.
Meridian gave us the first financial plan we actually understood — and the discipline to stick to it.
Let's talk about where you want to be
An initial consultation is free, confidential, and without obligation. We'll tell you honestly whether we can help.
Prefer to talk? Call +1 (555) 014-9210
or write to hello@meridianco.example