What Our Clients Say

"I came to Meridian after a frustrating decade with a wire house broker who kept selling me products I didn't understand. The difference has been night and day. My portfolio is up over 40% since we started working with Meridian three years ago, and for the first time I actually understand what I own and why. James explained every decision like I was a partner in the process — not just an account number."

— Catherine L., Physician, West Hartford, CT

"Meridian's tax planning alone has been worth more than their advisory fee. They worked with my CPA to redesign how I was taking income from my S-corp and repositioned my investment accounts to be far more tax-efficient. Between the two strategies, they cut my tax bill by over $80,000 last year. I only wish I had done this sooner."

— David K., Business Owner, Fairfield County, CT

"After the 2022 market downturn, my previous advisor's portfolios were down more than 25%. I moved everything to Meridian in early 2023, and my portfolio has averaged over 15% annually since we made the switch. James's team saw what was coming and positioned accordingly. I feel completely confident that my retirement is in the right hands."

— Thomas R., Retired Engineer, Glastonbury, CT

"My family has worked with Meridian for going on seven years, and in that time they have handled everything from my parents' retirement income plan to my own investment accounts to coordinating the sale of my brother's business. I cannot recommend them highly enough. I wish I had found Meridian years sooner — I left so much on the table with my old advisor, it still stings to think about it."

— Margaret S., Attorney, Boston, MA

"When we decided to sell our manufacturing business, we had no idea how complex the transaction planning would get. James and his team worked alongside our M&A attorney and our CPA to structure the deal in a way none of us had considered before. Between the installment sale structure and the charitable trust they recommended, Meridian helped us net $3.2 million more on the sale of our business than we expected going in. That's real money."

— Frank & Linda P., Business Owners, Springfield, MA