Personalized wealth management which means oversight over anything that could impact you financially. Taking a comprehensive look at all elements of planning, because a comprehensive planner is the only one that can coordinate all 4 areas:
The 4 main components of Wealth Management Oversight (WMO) can be further expanded as seen in the below graphic.
All WMO has to be based in cash flow and taxes. This means asking "are you are able to live the lifestyle you want? Pay your bills and obligations? Go on the trip you want?" It doesn't matter if you have $1 million or $10 million. It matters that you can live how you want to live.
Why settle for some off-the-shelf solution? With Meridian Financial Advisory, you get one-on-one comprehensive and integrated financial planning and investment management from an expert, all for one simple fee.
CONTACT US FOR A FREE STRATEGY SESSION
THE MERIDIAN WAY
what is your risk tolerance?
A seemingly simple question can help tremendously when you need a personalized balanced and diversified portfolio investment allocation. Knowing your risk number is a complex process of analyzing your personal financial situation and balancing it against your unique goals, objectives, and attitude towards risk. To find this number, we will look at your age, experience, net worth, and willingness to take risks.
Click the below button to learn what your Risk Number is so you can create a portfolio that fits within your comfort level.
Helping You Preserve, Protect, and Responsibly Grow Your Assets.
We focus on helping our clients achieve financial independence. We commit to one thing above all else. Every client of Meridian Financial Advisory is treated as a member of our family whose success is our success and somebody with whom we want to build a dedicated and enduring relationship.
Meridian Financial Advisory is a Registered Investment Advisor (RIA) in South Carolina owned and operated by its managing principal, Joshua Henry. Meridian operates in a fiduciary capacity with a legal obligation to always put its clients interests first (unlike broker-dealers). As an independent fee only investment advisor, Meridian is completely free to choose the investments and give the advice it believes are best suited to meet the needs of its clients during each life stage. This eliminates a major conflict of interest common with many so called 'financial advisors.'
The end goal of complete Wealth Management Oversight (WMO) is to make your life better by freeing you up to focus on your family, career, health, charitable pursuits and the things that provide meaning to your life.
Our desire is to partner with you and help translate your values, goals, and objectives into reality. It is a process. When life throws you curve balls, we help you make course corrections.
"Hello, my name is Joshua Henry and I am Meridian's Managing Principal. My focus is helping clients develop and implement comprehensive financial plans that sets them on a course to live the lives they envision and have peace of mind that comes from not having to be concerned with and driven by fear associated with the unknown. My extensive study of financial history and market crashes allows Meridian to help clients take the long view neither following the popular delusions during euphoric periods nor the "madness of the crowds" during market crises (to borrow from Charles Mackay). Portfolios are constructed in light of a client's risk need, risk tolerance, and risk capacity as part of WMO."
MoneyGuidePro® is the first collaborative internet-based financial planning software that offers a unique client-centered approach. The goal-based planning approach is meaningful to the client and more productive for the advisor.
Advice Starts With Organizing
Good advice is based on the collection and understanding of our client’s facts. Who is involved and important, the entities they support, and the financial decisions that have been made to date. Collecting this data has to be easy and intuitive and Asset-Map | Discovery and Stencil tools allow Professionals to fact-find incredibly well.
Click below for a sample Asset-Map
Tools We Use to Help Clients Achieve Their Goals.
A note from our Managing Principal, Joshua Henry, on Wealth Management Oversight and
what it means for you.
Contact us for a free strategy session,
where we first learn about you!
MUTUALLY DEFINE SCOPE OF ENGAGEMENT. GATHER DATA. ANALYSIS, DEVELOP RECOMMENDATIONS, THEN PRESENT FINANCIAL PLAN.
A Comprehensive Approach: Each area of Wealth Management has a dramatic impact on the other areas.