Independent wealth advisory, since 2009
Meridian Capital Partners advises individuals, families and small institutions on portfolio construction, retirement drawdown and intergenerational transfer — with a fiduciary duty written into every engagement letter we sign.
We are compensated only by advisory fees — never commissions on the products we recommend.
Portfolios built on low-cost, globally diversified index exposure, rebalanced on a disciplined schedule.
Quarterly reviews that explain performance in the context of your goals, not benchmarks alone.
Four short questions to indicate an illustrative starting allocation. This does not constitute financial advice.
1. How would you react to a 15% drop in your portfolio value in one quarter?
2. What is your primary investment horizon?
3. How much of your total savings does this portfolio represent?
4. Which best describes your investing experience?
Adjust the inputs to see how a hypothetical contribution schedule might compound. All figures below are illustrative only and not a guarantee of future returns.
Contributed
$140,000
Growth
$128,114
Projected total
$268,114
Year 0 through year 15, illustrative compounding only.
01
A no-obligation conversation about your goals, timeline and current holdings.
02
A written allocation proposal, fee schedule and fiduciary disclosure for your review.
03
Account transfer, initial allocation, and your first quarterly review scheduled.