Austin, United States
Meridian Wealth Advisors is an independent Registered Investment Advisor established in 2016, boasting over 100 years of combined experience in providing tailored wealth advisory and planning services to high net worth families and individuals within the Financial Services and Wealth Management industries.
Functioning as a trusted advisor and essential partner to their high net worth clientele, Meridian Wealth Advisors coordinates investment management, tax planning, and estate planning in order to deliver a comprehensive and customized wealth plan, striving to provide an extraordinary client experience.
Operating as an independent firm, they maintain an objective approach, ensuring that advice is in the best interests of their clients. Their compensation structure, based solely on a fee-only basis, reflects their commitment to minimizing potential conflicts of interest, effectively meeting the demands of high net worth individuals.
