Meridian Financial Advisors, LLC
Firm details
- Headquarters
- Holliston, Massachusetts
- CRD number
- 119679
- Registered since
- October 7, 2019
- Website
- www.meridianfinancial.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.42%
- Individuals15.58%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Meridian Financial Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC‑registered in 2019. Ownership is individual rather than institutionally held. The firm serves individuals and families, offering financial planning and portfolio management for individuals and small businesses. Fees are charged as a percentage of assets under management and, where applicable, via hourly and fixed fees. Meridian does not position itself as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi‑state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- Exchange Traded Equities14%
- Investment Grade Corp Bonds7%
- State & Local Bonds6%
- Cash & Cash Equivalents3%
Owners & executives
2 of 2
Georgia Bruggeman
Founder & CEOCRD 1433089
Ann Griffith
Chief Compliance OfficerCRD 2936554
Contacts
1 of 1
Rana Choubah
Senior Financial AdvisorCRD 5256950
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 144Active vs passive
$231M in ETFs
83%
$192M
8%
$38.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $10.9M | 14,620 | 4.75% |
Location
Holliston, MA
Middlesex
Location
Holliston, MA
Headquartered in Holliston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 13 Water St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Main Effort Financial, Inc.
RIAHolliston, MA
Westland Gate Capital, LLC
RIAHolliston, MA
Rockingstone Advisors
RIAGreat Barrington, MA
TSW Wealth Management
RIAFramingham, MA
Fayerweather Management, LLC
RIACambridge, MA
Ironwood Investment Management, LLC
RIABoston, MA