Broker Check

Business + Personal Wealth Managers

Advocating for entrepreneurs and individuals.

Headquartered in Wilkes-Barre, Pennsylvania. Affiliated with offices spread throughout the Mid-Atlantic region. Meridian Financial Associates collaborates with clients throughout the nation. We are a complete financial services firm; from the protection of cash flow to the distribution of your legacy.  Whether you’re a teacher, executive, member of law enforcement or business owner, we will help protect what you create and we’ll also help you thrive in the world. We bring extensive experience and professionalism to every discussion and customize our support to your individual needs and concerns.

We’re on the pulse of modern technology and tax law and have monitored their evolution to inform our own financial approaches—all to give you exceptional advice that will last for years to come.

Get in touch with us to set up a consultation or use the contact form at the bottom of this page to inquire whether our services are right for you. 


AREAS OF PRACTICE:

ASSET PROTECTION

ASSET PROTECTION

The world is full of threats. Lawsuit, job loss, death and disability are just a few of the risks we face on a daily basis. With consistent competition for your dollars, we help you prioritize and protect that which is the foundation for your financial life, cash flow.

RETIREMENT PLANNING

RETIREMENT PLANNING

The way traditional methods promote retirement planning is to hoard your nest egg and sprinkle off some interest each and every year with little if any margin for error. Meridian focuses on utilization of assets so you can enjoy your golden years without worry.

INVESTMENT MANAGEMENT

INVESTMENT MANAGEMENT

You can invest just about anywhere today. Our value is simple. We help manage our clients' behavior from making bad decisions, build tax-efficient diversified portfolios and implement low cost investments.

ESTATE PLANNING

ESTATE PLANNING

Transferring your wealth to your family and charities is profoundly personal. Helping design your estate plan to pass your wealth to who you want, when you want, how you want with tax and fee avoidance is a passion we have.

BUSINESS STRATEGIES

BUSINESS STRATEGIES

The startup and management of small business is a fierce frontier that requires financial advice from advisors who are deeply entrenched in the particularities of legal, tax and structures that drive business value. Our firm gives you a holistic approach, so your company can get the best competitive advantage.

EXECUTIVE AND GROUP BENEFITS

EXECUTIVE AND GROUP BENEFITS

Hiring and retaining high-quality employees is one of the most difficult challenges a growing business faces. Creating compelling benefits and compensation packages for your prized people is an art. Our team balances costs, provides high-quality benefits and assists you in communicating it all to your employees.

“When a man does not know what harbour is making for, no wind is the right wind.”

— SENECA

INTERACTIVE TOOLS & RESOURCES

<p>Principles of Preserving Wealth</p>

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
Learn More
<p>Test Your Life Insurance Knowledge</p>

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Learn More
<p>Budget Check Up: Tax Time Is the Right Time</p>

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.
Learn More
<p>Test Your Life Insurance Knowledge</p>

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Learn More
<p>How Stocks Work</p>

How Stocks Work

Understanding how a stock works is key to understanding your investments.
Learn More
<p>Principles of Preserving Wealth</p>

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
Learn More

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