Meridian Advisors is a premier wealth planning firm based in Austin, TX. As trusted advisors and essential partners to high net worth clients, we specialize in coordinating investment management, tax planning, and estate planning to provide a comprehensive and customized wealth plan. Our goal is to deliver an unparalleled client experience by prioritizing our clients' best interests.

At Meridian Advisors, we take pride in our independence and objectivity. We operate as an independent firm, ensuring that our advice is solely focused on what is best for our clients. As fiduciaries, we are committed to serving our clients' interests and mitigating any potential conflicts of interest.

Our services are compensated on a fee-only basis, further reinforcing our dedication to transparency and trust. With a focus on prudent and disciplined investment and planning, we strive to provide consistent and effective communication to our valued clients. Additionally, we prioritize the protection of your privacy, ensuring the utmost confidentiality in all interactions.

Choose Meridian Advisors for personalized wealth planning and an unmatched level of expertise