Meridian Wealth Advisors, LLC

About Meridian Wealth Advisors, LLC

<p>Founded in 2006, Meridian Wealth Advisors, LLC is an SEC-registered investment advisor headquartered in Austin in the heart of Central Texas, with an additional office in Albuquerque, New Mexico.</p> <p>The firm offers financial planning and asset management, with work that covers retirement planning, asset protection, education funding, and estate planning. Meridian Wealth Advisors also handles fiduciary audit support and compliance services tied to retirement plan oversight.</p> <p>As of 2026, Meridian Wealth Advisors reports $4.8B in assets under management (AUM). Clients often work with the team during major life transitions, using written planning and ongoing guidance to keep decisions organized across goals and time horizons.</p> <p>What sets Meridian Wealth Advisors apart is its blend of planning and compliance-oriented support, which can be helpful for individuals and plan sponsors who want advice that stays aligned with fiduciary expectations.</p> <ul> <li>SEC-registered investment advisor (founded 2006)</li> <li>Headquarters in Austin (Central Texas) with an office in Albuquerque</li> <li>Financial planning: retirement, education funding, asset protection, estate planning</li> <li>Asset management and personalized investment strategy</li> <li>Fiduciary audit support and compliance services for <a href="/retirement-plans">retirement plan providers</a></li> </ul>

Website: https://www.meridianwealthfa.com/

Founded: 2006