Meridian Wealth Advisors

Meridian Wealth Advisors is a comprehensive financial planning and wealth management practice serving individuals and couples in Albuquerque and central New Mexico. Founded in 2006, we combine personalized attention with data-driven strategies to help clients achieve their financial goals and live fulfilling lives in retirement.

Our Vision

Our mission is to empower our clients to make informed financial decisions and confidently navigate the complexities of retirement planning. We believe in building lasting relationships based on trust, transparency, and open communication.

The Meridian Difference

• Fee-Only Approach: We charge clients a transparent fee for our services, eliminating any potential conflicts of interest.
• Custom-Tailored Plans: We take the time to understand your unique needs, goals, and financial situation to create a personalized plan.
• Comprehensive Expertise: With decades of experience and industry credentials, we address every aspect of your financial life, from investments and taxes to estate planning and insurance.
• Client-Centric Approach: We prioritize open communication, regular reviews, and ongoing adjustments to ensure your plan stays aligned with your ever-changing life goals.

Retirement Planning

• Identifying financial goals and aspirations
• Assessing current financial situation and assets
• Developing a comprehensive retirement plan
• Funding lifestyle expenses and managing inflation
• Optimizing Social Security benefits and Medicare planning
• Maximizing pension income and investment assets

Wealth Management

• Investment portfolio management and review
• Tax planning and optimization
• Risk management and insurance review
• Estate planning review and creation

Beyond the Numbers

• Budget creation and financial analysis
• Financial education and planning workshops
• Comprehensive client portal for secure online access to financial information

Our Commitment

At Meridian Wealth Advisors, we are committed to helping clients achieve peace of mind and financial security during retirement. We believe financial planning should be accessible, personalized, and tailored to each individual's unique needs. Let us partner with you to create a roadmap for a prosperous and secure future.