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Meridian Financial Advisory LLC
Meridian Financial Advisory is an independent, fee-based wealth management company located in South Carolina, serving people locally and across the country.
Overview
Meridian Financial Advisory is an independent, fee-based wealth management company located in South Carolina, serving people locally and across the country. It focuses on providing wealth management solutions primarily to affluent individuals over age 50 and their families. It operates in a fiduciary capacity and offers investment management, retirement and financial planning, and tax management and retirement distribution planning.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Newport Beach
Corporate office
Newport Beach, CA, United States
Principals
Joshua Henry
Managing Principal
Sector focus
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