Meridian Financial Advisors, LLC
Meridian Financial Advisors, LLC offers comprehensive planning based on your time horizon, risk tolerance, and specific goals. We specialize in securities analysis and portfolio management and provide our clients with ongoing active management of their IRAs, Roth IRAs, taxable accounts and IRA Rollovers. Insurance needs, tax minimization strategies, estate planning advice, education funding and Long Term Care are also included as part of every financial plan. No two plans are the same and every client has their own unique set of challenges, and contraints. Each plan is customized to your unique set of challenges and constaints.