# Meridian Financial Advisory LLC

Meridian Financial Advisory LLC is a Multi Family Office based in Newport Beach, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Newport Beach, United States
- **Region:** North America
- **Address:** Newport Beach, CA, United States
- **Assets under management:** Undisclosed
- **Website:** meridianria.com
- **LinkedIn:** https://www.linkedin.com/company/meridian-financial-advisory-llc

## Regulatory record

- **CRD number:** 288510
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/288510

## About

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.

## Sectors

- Real Estate
- Private Credit
- Infrastructure

## People

- Joshua Henry — Managing Principal

## Related profiles

- [Prudent Financial Planning](https://altss.com/profile/prudent-financial-planning)
- [FIVENCA ASSET MANAGEMENT](https://altss.com/profile/fivenca-asset-management)

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Last updated: 2026-08-11T15:07:26.757Z

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