We are independent fee-only fiduciary advisors because we believe it is the best and most honest way to serve our clients. We refuse all conflicts of interest and commissions so that we can provide the ideal financial advice for your unique situation.
Our fee-only approach is designed to give you peace of mind and allow us to build a deeper relationship of trust so that together we can address all areas of your financial life and not just your investment portfolio.We use advanced portfolio analysis technology built on top of a Nobel Prize-winning academic framework to determine if your investments match your risk profile.
Our fee-only approach is designed to give you peace of mind and allow us to build a deeper relationship of trust so that together we can address all areas of your financial life and not just your investment portfolio.We use advanced portfolio analysis technology built on top of a Nobel Prize-winning academic framework to determine if your investments match your risk profile.
Services
We customize your asset allocation to align with your financial goals, time horizon and risk tolerance. We customize your withdrawal rate and strategy to achieve your retirement goals, maximize your income and minimize your taxes. We construct custom portfolios to generate income from dividends and interest to help meet your withdrawal needs.
Georgia Bruggeman, CFP, founded Meridian Financial Advisors, LLC in 1993 to provide truly fee-only advice and guidance without any conflicts of interest that accompany commission sales. In addition to holding the CFP designation, Georgia is a registered investment advisor, earned her MBA in Finance from Babson College and has passed Levels I and II of the CFA program.
NAPFA, the National Association of Personal Financial Advisors, is an organization through which fee-only financial planners can further enhance their professional skills, market their services, and become part of a collective, influential voice on matters that affect them and their clients. Founded in 1983, NAPFA currently has more than 2,400 members nationwide, all of whom are fiduciary advisors.
If you're looking for a CFP in Boston or Cape Cod Massachusetts, you've come to the right place. We are fee-only CFPs with offices in Holliston, MA, and North Eastham, MA. We serve the Boston metro area from our Holliston office, which is just a 45-minute drive from downtown Boston.
A Certified Financial Planner (CFP) professional is accredited by the Certified Financial Planner Board of Standards as having demonstrated financial planning technical knowledge, experience, and adherence to a client-centered code of ethics.
A Certified Financial Planner (CFP) professional is accredited by the Certified Financial Planner Board of Standards as having demonstrated financial planning technical knowledge, experience, and adherence to a client-centered code of ethics.
Position Overview: The Associate Financial Planner is responsible for the ongoing management and retention of existing client relationships. The role may work in conjunction with other Advisors or other technical specialists to develop advice for clients. Client relationship development and management, including ongoing and regular client contact and communications.
Reviews
Be the first to review Meridian Financial.
Write a Review
