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Meridian Financial Advisors, LLC

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Meridian Financial Advisors, LLC

Overview:

Meridian Financial Advisors LLC is a top independent fee-only financial advisor serving the Boston, MA metro area and Cape Cod, MA. The firm is a registered investment advisor (RIA), registered with the Securities and Exchange Commission. Our dedication to our clients has helped us to be named among the top wealth managers in Boston three years in a row by Boston Magazine. Boston Magazine determines the top wealth managers according to client satisfaction surveys.

Fee-Only Wealth Management Advisors In Massachusetts

Our Wealth Management Advisors

Georgia and Rich Bruggeman
GeorgiaGeorgia Bruggeman and Rich Bruggeman and Rich founded Meridian Financial Advisors, LLC in 1990 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 and earned her MBA in Finance from Babson College and has passed Levels I and II of the CFA program. Georgia is a member of the Financial Planning Association, CFA Institute and the National Association of Personal Financial Advisors (NAPFA).

Rich received his BA from Union College and brings over 25 years of experience with Meridian Financial Advisors. Rich serves as our Operations Manager, handling the financial clearing and account administration.

Georgia and Rich live in Sherborn with their 2 sons, and also spend time in Cape Cod near their alternate N. Eastham office.
Named A Top Wealth Manager in Boston, MA

There are many wealth management advisors and investment management firms in the Boston, MA area. But wealth management involves more than just investment management. While many wealth management advisors focus on the often-futile task of market timing, we take a holistic, comprehensive approach to investment management and look at your complete financial profile.

Our dedication to our clients has helped us to be named among the top wealth managers in Boston, MA three years in a row by Boston Magazine. Boston Magazine determines the top wealth managers according to client satisfaction surveys.

We’ve also been named one of the top wealth managers by Paladin Registry. The company’s five-star wealth management advisor quality rating is reserved for the top 7% of wealth managers according to a number of factors, including credentials, ethics, business practices, and financial services

History:

Founded in 1990 by Georgia and Rich Bruggeman.

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