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!


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

We recommend Meridian Financial because they help make the best decisions to navigate your financial future. They listened to our needs and customized a solid plan based on our situation and goals that has helped to take the worry out of our financial future. It’s more than just about money. They treat us like we’re the only client and it’s noticeable that is how the full team makes Meridian Financial work.

—  Mike & Kristen M.

Team Awards

  • 2019 Thrive Award Winner: Fastest Growing Advisors in the U.S.
  • Jason Garey - 40 under 40 Leadership Award (Triangle Business Journal)
  • 2020 Top 5 Celebration of Excellence Award Winner, Raleigh Network Office (Kelly Parker)

The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.