Private Wealth Management
Independent advice for individuals and families in the Dallas-Fort Worth metroplex. Tailored strategies built around your goals, not ours.
Start the ConversationMeridian Wealth Partners was founded on a simple principle: when you delegate your financial future, you deserve an advisor who treats your wealth as if it were their own. We provide independent, fee-only wealth management for individuals and families who have accumulated meaningful assets and seek a trusted partner to help preserve and grow them across generations.
As a solo practitioner, you work directly with the founder—never a junior advisor or a revolving door of relationship managers. This model ensures continuity, deep understanding of your unique situation, and the kind of personalized attention that large firms simply cannot match.
Our Services
Tailored portfolios constructed around your risk tolerance, time horizon, and goals. We utilize low-cost index funds, institutional-class strategies, and careful asset allocation to build durable wealth.
Comprehensive planning encompassing retirement projections, cash flow analysis, education funding, and legacy considerations. Every decision is viewed through the lens of your complete financial picture.
Strategic coordination with your tax professionals and estate attorneys to minimize liability and maximize wealth transfer. We help ensure your estate plan aligns with your financial goals.
How We Work
We begin with a complimentary conversation to understand your situation, answer your questions, and determine if we're a good fit—no obligation, no pressure.
If we move forward, we gather comprehensive information about your financial life, analyze your current strategy, and identify opportunities for improvement.
We present a clear, customized plan tailored to your goals. Upon your approval, we implement the strategy with precision and care.
We meet regularly to review progress, adjust for life changes, and ensure your plan remains aligned with your evolving goals. You're never alone in your financial journey.
Get In Touch
We invite you to discover how our independent approach can serve your wealth management needs.
info@meridianwealth.comServing the Dallas-Fort Worth metroplex and beyond