Meridian Capital Advisors is a fee-only registered investment adviser working with households who want their money managed deliberately rather than actively.
What we believe
Most of the return an investor earns is determined by a small number of structural decisions: how much is saved, how it is allocated, what it costs, how it is taxed, and whether the plan is followed during the years it feels wrong. We spend our time on those, and very little on forecasting.
How we work
We are compensated only by our clients — no commissions, no product revenue, no referral fees. We act as fiduciaries at all times, which means the advice you receive is the advice we would want for ourselves in your position.
Why we publish
Everything on this site is written by the same people who advise our clients. Insights is where we work through the questions that come up most often, and the forum is where readers continue those conversations with each other and, in scheduled office-hours threads, with us.