FEE-ONLY FIDUCIARY ADVISORS
Financial confidence,
built to last.
Meridian Wealth Partners is an independent, fee-only advisory firm helping individuals and families plan, invest, and preserve wealth across generations. No commissions, no proprietary products — only advice aligned with your interests.
SERVICES
How we help
Retirement Planning
Income modeling, Social Security timing, and withdrawal strategy built around the retirement you actually want.
Wealth Management & Investing
Evidence-based portfolio construction, tax-aware rebalancing, and ongoing risk management.
Estate & Legacy Planning
Coordinated trust and estate strategy that works alongside your attorney to protect what you've built.
Tax-Efficient Strategies
Asset location, Roth conversions, and charitable planning designed to minimize lifetime tax drag.
Insurance & Risk Planning
Independent review of life, disability, and liability coverage — no products sold, no commissions earned.
Business Owner Planning
Exit planning, cash-flow structuring, and retirement-plan design for founders and partners.
ADVISORS
Your planning team
Margaret Wu
CFP®, Managing Partner
David Alvarez
CFA®, Chief Investment Officer
Rachel Kim
CFP®, Senior Wealth Advisor
CONTACT
Let's talk about
where you're headed.
A complimentary 30-minute introductory call, with no obligation. We'll walk through your goals and outline how a fee-only relationship would work.
- CALL
- (617) 555-0142
- hello@meridianwealthpartners.com
- OFFICE
- 225 Franklin Street, Suite 1800, Boston, MA 02110