Financial Planning
A written, living plan that connects your balance sheet to your life: cash-flow modeling, insurance review, education funding, and the trade-offs behind every major decision — revisited as circumstances change.
Independent · Fee-only · Fiduciary
Financial clarity, built for the decades ahead — not the news cycle.
Meridian Wealth Partners is a boutique advisory firm for individuals, families and business owners. We bring order to complexity: a clear plan, a disciplined portfolio, and a partner who answers the phone.
- Founded
- To remain small by design — every client works directly with a principal.
- Compensation
- Fee-only. We hold no commissions and sell no products.
- Duty
- Fiduciary. Your interest comes first, in writing, on every engagement.
Services
Four disciplines, one integrated practice.
Each area is handled by the same team that knows your full picture — because the decisions rarely respect category boundaries.
Investment Advisory
Globally diversified, cost-conscious portfolios aligned to your goals and temperament. No market timing, no thematic bets of the month — just a disciplined strategy, rebalanced and documented.
Retirement
Turning accumulated wealth into dependable income: withdrawal sequencing, Social Security timing, pension elections, healthcare bridges, and the risk of outliving a well-built plan.
Tax Strategy
Coordinated with your CPA, not in isolation. Asset location, harvest-gain windows, charitable vehicles, equity compensation, and multi-year bracket management — measured in outcomes, not memoranda.
Our Approach
A deliberate process, followed without shortcuts.
Few clients, unhurried work. From the first conversation, every step is documented and every recommendation is explained.
- 01
Discovery
A focused conversation — no pitch. We listen to your goals, obligations and concerns, and you leave with a candid read on whether we're the right fit.
- 02
Diagnosis
We examine the whole picture: accounts, tax exposure, insurance, estate documents. You receive a clear summary of what's working, what isn't, and what it costs you.
- 03
Design
A written plan with explicit priorities: portfolio structure, tax posture, and a timeline for each decision — in plain language you can hold us to.
- 04
Stewardship
Ongoing management and scheduled reviews. Markets move, laws change, life happens — the plan is kept current, and you always know where you stand.
The Team
Partners you meet once, and work with for years.
Eleanor Hartwell, CFP®
Managing Partner
Comprehensive planning for multigenerational families
- CERTIFIED FINANCIAL PLANNER® practitioner
- M.S., Personal Financial Planning
- 24 years in private practice
Marcus Okafor, CFA
Director of Investments
Portfolio construction and risk management
- Chartered Financial Analyst® charterholder
- Former institutional portfolio strategist
- 19 years in investment management
Sofia Vergara-Diaz, CPA, MST
Director of Tax Strategy
Tax planning for executives and business owners
- Certified Public Accountant, M.S. in Taxation
- Former senior tax manager, national firm
- 16 years in tax advisory
Contact
Begin with a conversation.
The first consultation is at our expense. Tell us a little about your situation and we'll suggest a time — typically within two business days.
- Office
- 1200 Meridian Plaza, Suite 900
[City, State ZIP] — placeholder address - Telephone
- +1 (000) 000-0000 — placeholder
- clients@meridianwp.com — placeholder