Your Wealth.
Your Terms.
Our Expertise.

Independent fee-only financial planning for professionals and business owners who want a trusted advisor — not a product salesperson.

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Meridian Wealth Partners is a registered investment advisor. Past performance is not indicative of future results. All financial planning involves risk. Please review our ADV disclosure brochure before engaging our services.
$340M
Assets Under Management
18
Years in Practice
280+
Client Families
Fee-Only
No Commissions. Ever.
What We Do

Comprehensive Planning
for Every Season of Life.

01
Financial Planning
Comprehensive plans built around your goals — retirement, education, major purchases, and everything in between. We model multiple scenarios so you can make informed decisions.
02
Investment Management
Evidence-based, low-cost portfolios aligned to your timeline and risk tolerance. No proprietary products. No hidden fees. Just disciplined, transparent management.
03
Business Owner Advisory
Exit planning, business valuation, succession strategy, and retirement plan design for business owners who need a financial partner who understands both sides of the equation.
04
Tax-Efficient Strategies
Roth conversions, tax-loss harvesting, income timing, and entity structuring coordinated with your CPA to minimize your lifetime tax burden — not just this year's bill.
How We Work

A Process
Built for Clarity.

We believe good financial advice starts with understanding your whole picture — not just your portfolio. Every engagement begins with listening, not selling.

Start the Conversation
01
Discovery Meeting A 60-minute no-obligation conversation to understand your goals, concerns, and current situation. No sales pitch — just questions and listening.
02
Financial Assessment We analyze your complete financial picture — assets, liabilities, tax situation, insurance, estate documents — and identify gaps and opportunities.
03
Plan Presentation A written financial plan with clear recommendations, prioritized actions, and projected outcomes across multiple scenarios.
04
Ongoing Partnership Quarterly reviews, unlimited calls and emails, and proactive outreach when something changes — in markets, tax law, or your life.
Our Team

Advisors Who Actually Answer the Phone.

👩‍💼
Margaret Hollis, CFP®
Founding Partner
18 years in independent financial planning. Specializes in retirement transitions and women's financial independence. Former instructor at Boston University CFP program.
CFP® · ChFC® · MBA, Boston College
👨‍💼
Daniel Ortega, CFA
Director of Investments
Portfolio management and asset allocation specialist. Previously managed institutional portfolios at Fidelity. Passionate about evidence-based investing and behavioral finance.
CFA® · MS Finance, Northeastern
👩‍💼
Priya Nair, CFP®
Senior Financial Planner
Business owner specialist with expertise in exit planning and executive compensation. Works primarily with entrepreneurs and professionals navigating major financial transitions.
CFP® · JD, Suffolk Law · CEPA®
Get Started

Ready for a Real Conversation?

Your first consultation is complimentary. No obligation. No sales pressure. Just an honest conversation about where you are and where you want to be.

Schedule Your Consultation
Or call us directly: (617) 555-0294 · Mon–Fri 8am–5pm ET