Financial planners for multi-generational families and business owners.

The course to retirement has changed, and is now more flexible and customized to each individual's preferences and circumstances. At Meridian Financial we are at the forefront of Redesigning Retirement, Redesigning Life.

We're here to help you reach your Meridian!


"ME·RID·I·AN | \ Mǝ-'RI-DĒ-ǝN (n): A HIGH POINT (AS OF DEVELOPMENT OR PROSPERITY)"

Our planning process includes a multi-generational approach for our clients, while living it everyday with our multi-generational Meridian Financial Team.

Meet the Team

Team Awards

  • 2019 Thrive Award Winner: Fastest Growing Advisors in the U.S.
  • Jason Garey - 40 under 40 Leadership Award (Triangle Business Journal)