Description: We coordinate investment management, tax planning and estate planning to cohesively deliver a customized wealth plan and an unparalleled client experience.
texas (13233) austin (3837) meridian wealth advisors (2)
At Meridian Wealth Advisors, we serve as a trusted advisor and essential partner to high net worth clients, coordinating investment management, tax planning and estate planning in an effort to cohesively deliver a comprehensive and customized wealth plan and an extraordinary client experience.
As an independent firm, we are purposely driven to provide objective advice that is solely in the best interests of our clients. We serve in a fiduciary role and are compensated on a fee-only basis, all in an effort to mitigate any potential conflicts of interest. It’s precisely what high net worth deserves.
Prudent, disciplined investment and planning