Independent wealth management
Your Wealth Deserves Undivided Attention.
Meridian Wealth Advisors provides personalized investment management and financial planning for high-net-worth families in the U.S. and beyond.
What We Do
Planning, investing, and trust strategy in one advisory relationship.
Investment Management
Customized portfolios aligned with your goals, risk tolerance, and time horizon.
Financial Planning
Comprehensive strategies for retirement, tax optimization, and estate planning.
Family Office Services
Coordinated wealth management across generations and entities.
Trust & Estate
Fiduciary services and trust administration for complex estate structures.
Why Meridian
Built for families who expect more from their advisor.
Fee-Only Structure
No commissions, no product sales. Our only incentive is your success.
Fiduciary Standard
We are legally bound to act in your best interest at all times.
Personalized Attention
Each advisor serves a limited number of families for focused, responsive service.
Portfolio
Representative client engagements.
Client Engagement
Multi-Generational Estate Transition Plan
Family Office Services
Structured trust, gifting, and tax strategy for a $45M family estate across three generations.
2024$45M advised assets
Client Engagement
Executive Liquidity Event Strategy
Investment Management
Built concentrated stock diversification and tax-loss framework before and after IPO lockup.
2023$28M managed proceeds
Client Engagement
Retirement Income Optimization Program
Financial Planning
Created tax-aware withdrawal sequencing and legacy objectives for dual-retiree household.
2024$12M household portfolio
Our Team
Credentialed advisors with family office depth.
Nathan R. Whitfield
Founder & Chief Investment Officer
CFA, CFP. 20 years advising high-net-worth families on portfolio construction, tax-aware allocation, and estate transfer planning.
Alison M. Grant
Partner, Family Office Services
CPA/PFS. Former Big Four private client advisor focused on trust design, liquidity planning, and intergenerational governance.
This website and all people listed are fictional and provided as a Valdr Systems demonstration build.