Your Financial Future, Built on Trust
Meridian Wealth Partners is a fee-only, fiduciary registered investment adviser dedicated to providing objective, personalized financial guidance to individuals and families across Connecticut, Massachusetts, and New York.
Schedule a Complimentary ConsultationWhy Clients Choose Meridian
Fiduciary Standard
As a registered investment adviser, we are legally and ethically obligated to act in your best interest at all times. We never earn commissions or referral fees — our only compensation comes from the fees you pay us directly.
Transparent, Fee-Only Pricing
Our fees are disclosed clearly in our Form ADV and Client Relationship Summary (CRS). We offer asset-based advisory fees and flat-fee financial planning engagements. You always know what you pay and why.
Comprehensive, Personalized Planning
We begin every relationship with a thorough discovery process to understand your complete financial picture — goals, income, expenses, assets, liabilities, tax situation, and risk tolerance — before making any recommendations.
Independent & Objective
Meridian is independently owned and operated. We are not affiliated with any broker-dealer, bank, or insurance company, which means our advice is free from the conflicts of interest that can arise in those settings.
How We Help You
- Comprehensive Financial Planning
- Investment Management
- Retirement Planning
- Tax-Efficient Planning
- Estate Planning Coordination
About Meridian Wealth Partners
Founded in 2008 and headquartered in Hartford, Connecticut, Meridian Wealth Partners has grown to serve clients with approximately $2.4 billion in assets under management. Our team of credentialed financial professionals — including CFP® professionals, CPAs, and CFAs — brings decades of combined experience to every client relationship.
We serve clients at all stages of wealth accumulation and distribution, with a particular focus on pre-retirees, retirees, business owners, and multi-generational families.
Learn More About Us