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The Architect of Your Financial Strategy

At Meridian Wealth Partners, we understand that wealth, family, business, and finances can be complex. That’s why we’re passionate about sharing our experience to help you make the right choices at the right moments. As fiduciaries, we provide unbiased advice and guidance, helping you build and preserve wealth for generations. Through our collaborative process, we ensure your financial strategy is disciplined, low-cost, and tax efficient. Our goal is to help you achieve comfort, peace of mind, and clarity.

Our History

Our History

Our firm was originally known as HJ Wealth, which was founded in 2000 by partners in a CPA practice who wanted to help people eliminate the consequences of poor financial planning and tax management.  The founders developed a unique approach to financial planning and management, sharing their insights in a book titled The Progression of Wealth®. This planning philosophy has remained the foundation of the firm ever since. In 2017, the principals of HJ Wealth merged with Meridian Bank to create Meridian Wealth Partners. Meridian Bank’s shared commitment to exceptional client service was a natural fit, and as Meridian Wealth Partners, we are now able to provide even deeper and more comprehensive service to our clients with the backing of the resources from Meridian Bank.

Let's talk about Your Goals.

Schedule an appointment with our experienced financial professionals to start building a roadmap towards financial security and prosperity for you and your loved ones.

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