Fiduciary · Fee-only · No commissions
A plan for the life you actually want.
Retirement, investments, and tax planning from fiduciary advisors who are legally required to put your interests first.
- Assets advised
- $640M
- Client families
- 320
- Client retention
- 97%
- Every advisor
- CFP®
Financial advisor
Planning services
Retirement planning
When you can retire, how much you can spend, and how to make it last.
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Investment management
Low-cost, diversified portfolios managed to your plan.
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Tax strategy
Roth conversions, tax-loss harvesting, and withdrawal order.
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Equity compensation
RSUs, options, and ESPP decisions made clearly.
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Estate coordination
Working with your attorney to protect your family.
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One-time plan
A complete written plan without ongoing management.
From $3,500
Advice without a sales agenda
Meridian is an independent, fee-only firm. We do not sell products or earn commissions, so the only thing we are selling is good advice. Our advisors are CERTIFIED FINANCIAL PLANNER™ professionals.
- Fiduciary alwaysWe are legally bound to act in your best interest.
- Transparent feesOne flat or asset-based fee, disclosed up front.
- Real planningA written plan updated every year as life changes.
Catherine Wu, CFP®
Founding advisor
James Holloway, CFP®
Senior advisor
What clients say
“We retired two years earlier than we thought possible, with confidence.”
“They made my stock options make sense and saved me a fortune in taxes.”
“No pressure, no products. Just honest advice.”
Frequently asked
Still unsure? Call us at (303) 555-0122.
What is your minimum?
Ongoing management starts at $500,000. One-time plans have no minimum.
How are you paid?
Only by our clients. A flat planning fee or a percentage of assets managed, never commissions.
Start with a conversation
A free 30-minute intro call to see if we are a good fit. No pressure, ever.
- 1700 Lincoln Street, Denver, CO
- (303) 555-0122
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- Monday to Friday
- 8 am to 5 pm