About Meridian Capital Advisors
Fiduciary Advisors. Independent. Accountable.
We built this firm on a single conviction: exceptional financial advice should be available to those who need it most, without conflicts of interest.
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Our Story
Founded On Principle, Built On Conviction
Meridian Capital Advisors was founded in 2007 by a group of senior investment professionals who believed the industry had its priorities wrong. Too many firms optimised for revenue. We optimise for outcomes.
Today, we manage over .2 billion for more than 800 client families, applying the same disciplined, evidence-based approach we have refined across 17 years and multiple market cycles.
Our Values
The Principles That Guide Us
Fiduciary Duty
We are legally and ethically obligated to act in your best interest at all times. No commissions, no hidden incentives, no exceptions.
Disciplined Rigour
Every recommendation is grounded in evidence, stress-tested against downside scenarios and held to the same standard we apply to our own capital.
Long-Term Partnership
We measure success in decades, not quarters. Our advisors maintain relationships across generations – from founders to their children and grandchildren.
Let's Begin the Conversation
Whether you are building wealth, protecting assets or planning your legacy, we are ready to help. Schedule a no-obligation consultation today.