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Your Wealth, Your Legacy, Our Commitment

At Meridian Wealth Partners, we understand that wealth, family, and community are deeply connected, yet managing them 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 guidance to individuals and families focused on building and preserving wealth for generations. Our process simplifies complex matters by keeping it personal, being disciplined, and executing low-cost, tax-efficient investment strategies. By collaborating with third-party experts, we ensure your financial plan is implemented and monitored with clarity and confidence.

Our History

Our History

HJ Wealth was founded in 2000 by partners in a CPA practice who witnessed the consequences of poor personal financial planning by their firm’s business and tax clients. In response, the partners developed a unique approach to financial planning and management, eventually documenting that process in a book, The Progression of Wealth®. Its continuing evolution has been a result of their entrepreneurial take on doing business, the professional team they created and the exceptional service they’ve delivered. These attributes made them a perfect match for Meridian Bank’s corporate culture. So, in 2017, the principals of HJ Wealth chose to align with Meridian and create Meridian Wealth Partners. This decision ensured long-term continuity of their client-first model by integrating it with the financial resources of an institution that holds a complementary business philosophy.

Progression of Wealth

We work with you to assess your current situation and future goals to design a detailed and specific strategy that documents your assets, your debts, your goals and aspirations. We capture risks and define measures of success that become the blueprint of your plan.

Investment Management

We support the transition of your assets and implement your investment strategy based on the foundation we established in the planning process. We believe in the value of long-term investing focused on allocating assets to manage risk, taxes and fees to help you achieve your goals. While we are a local advisor, we partner with global investment capabilities to support our strategies.

Monitoring and Support

Our picture of success is positioning our clients to enjoy their lives without being burdened by the complexities of managing their wealth. Every aspect of your plan is monitored and updated as your circumstances change. We are committed to partnering with our clients and supporting them on their journey.

At Meridian Wealth Partners, we are committed to providing a seamless and personalized financial experience, empowering you to achieve financial comfort and security.

Client Centered

Client Centered

At Meridian Wealth Partners, our process simplifies complexity by keeping it personal, being disciplined, and supported by low-cost, tax-efficient investment strategies. By collaborating with third-party experts, we ensure your financial plan is implemented and monitored with clarity and confidence.

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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