Crescent Meridian Capital is an independent wealth advisory firm based in Falls Church, Virginia, serving business owners, high-complexity professionals and executives, and multi-generational families. Led by founder and principal Farzana Clara Sultana, the firm offers direct, founder-led guidance shaped by more than 20 years of experience. Its approach is fiduciary and focused on clients’ long-term interests, with compensation through client advisory fees rather than commissions or product-based payments.

The firm helps clients coordinate financial decisions and address challenges such as concentrated wealth, business exits, tax and estate planning gaps, and fragmented advice. Services include financial analysis, personalized strategy development, portfolio positioning, implementation coordination, ongoing monitoring, and regular reviews. Planning is tailored to clients’ goals, risk tolerance, family responsibilities, and the realities of business ownership or executive careers. Crescent Meridian Capital follows a structured process from an initial discovery conversation through analysis, strategy, implementation, and continued support. Prospective clients can request a complimentary, no-obligation consultation to discuss their priorities and assess whether the relationship is a suitable fit.