Meridian Financial Advisory LLC

Overview

Meridian Financial Advisory LLC operates as an independent registered investment adviser serving individual and family clients with a mix of financial planning, portfolio management and insurance brokerage services. The firm emphasizes equity-heavy portfolios, using exchange-traded equities as the primary building blocks of client accounts while supplementing those exposures with mutual funds, corporate debt and a range of alternative allocations. Investment activity centers on discretionary management for a small client base, with a fee model that combines percentage-of-AUM billing and fixed fees. Meridian is not positioned as an ESG-focused manager and does not report multi-state adviser status. Advisory services explicitly target individuals and small businesses, and the firm lists insurance brokerage among its business activities, indicating continuity between risk-management and investment advice.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices