Clarity for every horizon
Meridian Wealth Partners is a fee-only fiduciary advisory firm in Minneapolis. We build disciplined, evidence-based financial plans with transparent pricing and no commissions, ever.
A 30-minute introductory call, at no cost and with no obligation.
- 100% fee-only Paid by clients alone. No commissions, no referral fees, no product sales.
- Fiduciary, always Legally bound to act in your best interest at all times, on every account.
- CFP® and CFA credentials A Certified Financial Planner and a Chartered Financial Analyst, and you work directly with both.
Advice for the decisions that shape decades
Comprehensive planning and investment management, delivered under one transparent fee.
Wealth Management
A globally diversified, low-cost portfolio aligned to a written plan and rebalanced with discipline, not headlines.
ExploreRetirement Planning
Income strategy, Social Security timing, and withdrawal sequencing, so retirement runs on a plan rather than hope.
ExploreTax-Aware Investing
Asset location, tax-loss harvesting, and Roth conversion analysis to help keep more of what you earn.
ExploreEquity Compensation Planning
Exercise-and-sell schedules for RSUs, options, and ESPPs that manage concentration risk and tax exposure.
ExploreWhy a written plan matters
Discipline compounds. So does drift, in the wrong direction.
Advice you can audit
Most people can’t tell how their advisor gets paid. With us, there’s nothing to decode.
Transparent fees
One published fee schedule, starting at 0.75% of assets under management. You’ll always know exactly what you pay, in dollars, every quarter.
No commissions
We sell no products and accept no third-party compensation. Our only revenue is the fee our clients pay us directly.
Evidence-based investing
Decades of peer-reviewed research over hot takes: broad diversification, low costs, and staying invested through cycles.
Three steps to a clearer plan
Schedule a call
A 30-minute conversation about where you are and where you want to go. No cost, no pitch, no obligation.
Get your roadmap
We analyze your full picture and present a written plan: what we’d do, why, and precisely what it costs.
Move forward together
If it’s a fit, we implement the plan and meet regularly to keep it aligned as your life changes.
Ready for advice without the asterisks?
Book an introductory call with a fee-only fiduciary advisor. We’ll tell you honestly whether we’re the right fit.