Meridian Financial Partners

Meridian Financial Partners provides holistic financial solutions to individuals and organizations nationwide. We build intelligent, low cost, diversified portfolios, combined with a very deep understanding of our client's complete financial picture.

Headquartered in Warrenton, VA, Meridian provides holistic financial solutions to individuals and organizations nationwide. The firm offers deep expertise and services in investment management, financial planning, and strategic integration of financial resources

Operating as usual

How Does the Average Investor Invest Rationally in an Irrational World? | Kiplinger 05/05/2021

How Does the Average Investor Invest Rationally in an Irrational World? | Kiplinger

All that’s happened with Bitcoin and GameStop recently got us thinking: Investors need to keep their greed in check and make sure they’re investing, not gambling.

How Does the Average Investor Invest Rationally in an Irrational World? | Kiplinger My own children’s experiences and all that’s happened with Bitcoin and GameStop recently got me thinking: Investors need to keep their greed in check and make sure they’re investing, not gambling.

May the Fourth be with you …. and your online security | Meridian Financial Partners 05/04/2021

May the Fourth be with you …. and your online security | Meridian Financial Partners

More than ever before, digital transactions have become an every day part of life. However with tax filing deadlines coming up and increased online presences, identity theft and fraud is a real threat. Sarah Irving reviews the steps you can take to protect yourself and your family in this week's blog.

May the Fourth be with you …. and your online security | Meridian Financial Partners Federal tax returns and depending on where you live, state tax returns, are due in t-minus 13 days. As much of a headache filing your income taxes, or owing taxes, can be, experiencing identity fraud or theft can be a

Kentucky Derby: Tax Tips for Gambling Winnings and Losses | Kiplinger 05/03/2021

Kentucky Derby: Tax Tips for Gambling Winnings and Losses | Kiplinger

If you picked the right horse and won some money on the Kentucky Derby, don't forget that the IRS wants a cut of your winnings.

Kentucky Derby: Tax Tips for Gambling Winnings and Losses | Kiplinger If you picked the right horse and won some money on the Kentucky Derby, don't forget that the IRS wants a cut of your winnings.

Photos from Meridian Financial Partners's post 05/02/2021

Who let the dogs out?

Lucy, Tom, and Bea enjoyed a lovely Sunday morning at WAAAG 5k Dog Jog at Barrel Oak Winery. Tom took 🥉

#meridianfinancialpartners #enjoythejourney #5k #waaag #dogjog #wholetthedogsout #sundayfunday #clarifythepath #community #barreloak #fauquiercounty #virginia #virginiaisfordoglovers

04/30/2021

Meridian Market Minute: 5498

Have you done a Roth conversion? With the tax deadline extended, form 5498 has also been postponed. Listen in to this week's Meridian Market Minute to learn more.

Now Is the Time to Protect Your Health Care Decision-Making Rights | Kiplinger 04/29/2021

Now Is the Time to Protect Your Health Care Decision-Making Rights | Kiplinger

Ensuring that your wishes on your medical care are followed is up to you. Take action now while you’re well, or you could lose a say in the matter during a crucial time later.

An easy first step for our local clients and friends is to establish a Virginia Advance Directive for Health Care.

Now Is the Time to Protect Your Health Care Decision-Making Rights | Kiplinger Ensuring that your wishes on your medical care are followed is up to you. Take action now while you’re well, or you could lose a say in the matter during a crucial time later.

Moving Targets | Meridian Financial Partners 04/28/2021

Moving Targets | Meridian Financial Partners

The COVID pandemic has changed a lot of things in all of our lives, and tax deadlines are no different. You now have until Monday, May 17th to do few things that count toward the 2020 tax year. Nathan explains the moving targets of IRAs and tax deadlines in this week's blog.

Moving Targets | Meridian Financial Partners The COVID pandemic has changed a lot of things in all of our lives, and tax deadlines are no different. You now have until Monday, May 17th to do few things that count toward the 2020 tax year. Among them:

Financial Literacy: Why it’s Important at Every Age 04/23/2021

Financial Literacy: Why it’s Important at Every Age

Money is a tool – the most important tool we have in building our future. We send our children to school for 12 or 16 or 20 years (at considerable expense) to teach them how to make this tool. Yet, we spend no time teaching them how to use this tool properly. Is it any wonder they enter adulthood with huge income potential and minuscule wealth potential?

Financial Literacy: Why it’s Important at Every Age We think of adulthood as beginning with the conclusion of our formal education. Millions of people today are entering adulthood with impressive degrees, but virtually no financial literacy.

04/23/2021

Meridian Market Minute: Annuities

Are annuities a good investment option for you? Listen in to this week's Meridian Market Minute to learn more about adding this tool to your portfolio.

Visualizing the Power Consumption of Bitcoin Mining 04/22/2021

Visualizing the Power Consumption of Bitcoin Mining

Cryptocurrencies have been some of the most talked-about assets in recent months, with bitcoin and ether prices reaching record highs.

Lesser known, however, is just how much electricity is required to power the Bitcoin network. On Earth Day, we are diving into the depths of Bitcoin mining with Visual Capitalist.

#EarthDay2021 #bitcoin #bitcoinmining

Visualizing the Power Consumption of Bitcoin Mining Bitcoin mining requires significant amounts of energy, but what does this consumption look like when compared to countries and companies?

Rebuilding Emergency Savings in 2021: Take a Realistic Approach | Kiplinger 04/21/2021

Rebuilding Emergency Savings in 2021: Take a Realistic Approach | Kiplinger

Saving for a rainy day can be a tall order, especially if you have recently experienced a financial setback. Taking even small steps can help you work toward the larger goal of building up your emergency savings.

Rebuilding Emergency Savings in 2021: Take a Realistic Approach | Kiplinger Saving for a rainy day can be a tall order, especially if you have recently experienced a financial setback. Taking even small steps can help you work toward the larger goal of building up your emergency savings.

Fresh Start | Meridian Financial Partners 04/20/2021

Fresh Start | Meridian Financial Partners

Spring is in the air with gardens starting to bloom and puppies galore with the Yakel family! The US economy is starting fresh too—with encouraging news on the vaccine front, hope and optimism of returning to ‘normal’ is pervading the market. Read on in this week's blog.

Fresh Start | Meridian Financial Partners Worth this week’s last gasp of winter temperature, we are hopeful that Spring is finally here. Trees are flowering, daffodils are up, and at the Yakel house, we are just waiting for final frost danger before putting all of these

04/16/2021

Join us today from 11am - 2pm in the 5th Street parking lot for our 3rd Annual Shred Event and lunch on us from SoBo Mobile!

Join us today from 11am - 2pm in the 5th Street parking lot for our 3rd Annual Shred Event and lunch on us from SoBo Mobile!

WAAAG Animal Rescue 5K Dog Jog 04/15/2021

WAAAG Animal Rescue 5K Dog Jog

Join Us For The 6th Annual Dog Jog for WAAAG - Washington Area Animal Adoption Group 🐾👟 on Sunday, May 2nd!

Register by April 16 and you be automatically be entered to win a 1-year membership to 🍷 Barrel Oak Winery. Meridian is proud to sponsor this puptastic event!

WAAAG Animal Rescue 5K Dog Jog

Will You Have Enough for Retirement? 04/14/2021

Will You Have Enough for Retirement?

Creating income during retirement may sound daunting, but it doesn’t have to be. We recommend doing so in three simple steps: plan, invest and distribute. Here, we’ll take you through the first, and arguably most important, one: planning.

Will You Have Enough for Retirement?

Home Sweet Home | Grow With Meridian 04/13/2021

Home Sweet Home | Grow With Meridian

With the spring housing market in full swing, lots of buyers are searching for their forever home. It's important to consider all of the costs associated with homeownership, not just the monthly mortgage payments. This week Lucy discusses guidelines to assist in your financial preparation in buying a home on the blog.

Home Sweet Home | Grow With Meridian

Are Your Beneficiaries Up to Date? 04/12/2021

Are Your Beneficiaries Up to Date?

Designating beneficiaries on your investment accounts can easily slip to the bottom of your to-do list. But this task shouldn’t be forgotten. It can help protect a sizeable portion of your estate and ensure that your assets go to the right people once you pass away.

Are Your Beneficiaries Up to Date? Designating beneficiaries is a simple way to help protect your estate and avoid probate.

04/09/2021

Join us next week, Friday, April 16th, for our annual shred event in the 5th Street parking lot from 11am-2pm!

Join us next week, Friday, April 16th, for our annual shred event in the 5th Street parking lot from 11am-2pm!

04/09/2021

Meridian Market Minute: Employee Stock Options

Do you have employee stock options? In this week's Meridian Market Minute, Nathan breaks down the two main ways to be compensated via stock as an employee.

Don’t Let Retirement Planning Faze You: What to Focus on in Each Phase | Kiplinger 04/08/2021

Don’t Let Retirement Planning Faze You: What to Focus on in Each Phase | Kiplinger

When you think about all the moving parts to planning for retirement, it can feel overwhelming. But breaking it down into four phases could help bring the details into focus.

Don’t Let Retirement Planning Faze You: What to Focus on in Each Phase | Kiplinger When you think about all the moving parts to planning for retirement, it can feel overwhelming. But breaking it down into four phases could help bring the details into focus.

Rising – inflation and interest rates? | Meridian Financial Partners 04/07/2021

Rising – inflation and interest rates? | Meridian Financial Partners

Like the increasing number of animals at Sarah Irving's house, many financial and economic factors are on the rise, particularly expectations of inflation and increasing interest rates. Sarah discusses these projections in this week's blog.

Rising – inflation and interest rates? | Meridian Financial Partners The theme of things increasing seems to be all around us. The temperature is rising, the hours in the day are getting longer (yay!), and the number of fowls in the Irving family are continuing to grow… In the financial

04/04/2021

Wishing you an Easter full of hope and spring promise!

Wishing you an Easter full of hope and spring promise!

Money Myths: 10 Ways We Fool Ourselves About Managing Credit 04/01/2021

Money Myths: 10 Ways We Fool Ourselves About Managing Credit

April Fools' Day can make for a good joke, but there are certain myths about money that, if not dispelled quickly, are no laughing matter. And misconceptions about credit and debt are right at the top of the list. Here are 10 common myths about credit that can lead to financial trouble. Don't fall for them!

Money Myths: 10 Ways We Fool Ourselves About Managing Credit When it comes to maintaining good credit, don't let myths and misconceptions fool you into bad decisions.

Ch-Ch-Ch-Ch Changes (to tax rates) | Meridian Financial Partners 03/30/2021

Ch-Ch-Ch-Ch Changes (to tax rates) | Meridian Financial Partners

“Ch-ch-ch-ch-changes. Turn and face the strange. Ch-ch-changes. Don’t want to be a richer man.”

The first refrain of the song “Changes” by David Bowie contains some surprisingly apt lyrics for probable changes in tax rates. Nathan discusses the proposed tax law changes and implications in this week's blog.

Ch-Ch-Ch-Ch Changes (to tax rates) | Meridian Financial Partners The first refrain of the song “Changes” by David Bowie contains some surprisingly apt lyrics for probable changes in tax rates: “Ch-ch-ch-ch-changes. Turn and face the strange. Ch-ch-changes. Don’t want to be a richer man.” Yes, there are

3 Maximizers to Help You Make the Most of Your Wealth in Retirement | Kiplinger 03/29/2021

3 Maximizers to Help You Make the Most of Your Wealth in Retirement | Kiplinger

To get the most out of your retirement, you have to make the most out of your savings. Here are three steps to take as you head toward retirement.

3 Maximizers to Help You Make the Most of Your Wealth in Retirement | Kiplinger To get the most out of your retirement, you have to make the most out of your savings. Here are three steps to take as you head toward retirement.

03/26/2021

Meridian Market Minute: Bonds

How's your bond portfolio doing? Listen into this week's Meridian Market Minute to learn more about current bond fluctuations?

What are ETFs? 03/25/2021

What are ETFs?

Exchange-traded funds (ETFs) are investment vehicles similar to mutual funds. Find out how these can be a great asset to your portfolio from Napkin Finance.

What are ETFs? ETF's: An ETF (Exchange-Traded Funds) is a collection of stocks, bonds, or other assets that are brought together to replicate the movements of a certain mar...

What does it really mean to be "Vested"? | FinanciallySavviHer 03/24/2021

What does it really mean to be "Vested"? | FinanciallySavviHer

Vesting… you’ve heard the term, but do you know what it means?

This term typically applies to employer-sponsored retirement plans (such as 401(k)s, 403(b)s, etc.). While all of the money you personally contribute to these accounts is yours to invest, keep, and take with you if you were to ever leave your job, your employer’s contribution on your behalf may not be fully “yours”.

What does it really mean to be "Vested"? | FinanciallySavviHer Vesting… you’ve heard the term, but do you know what it means? This term typically applies to employer-sponsored retirement plans...Read More

The Unexpected | Meridian Financial Partners 03/23/2021

The Unexpected | Meridian Financial Partners

Like with this year's NCAA March Madness, life is full of unexpected surprises. Are you prepared? In this week's blog, Sarah Yakel breaks down life insurance as part of a family's safety net.

The Unexpected | Meridian Financial Partners March Madness is here, it is the season of surprises (we’re looking at you, Oral Roberts University…thanks for busting everyone’s brackets…). The members of Yakel family spent the weekend alternately crowing in victory or complaining in defeat, as our family

03/22/2021

Meridian Market Minute: S**C

Are you investing in S**Cs?

Structuring Your Retirement Portfolio 03/20/2021

Structuring Your Retirement Portfolio

According to the Social Security Administration, the average 65-year-old retiree can expect to live roughly 18–20½ years after leaving the workforce.1 However, with advances in health care leading to increasing longevity, it’s widely recommended that you plan for a retirement of 30 years or longer. Therefore, how you invest your savings in retirement is crucial.

Structuring Your Retirement Portfolio A guide for approaching fund allocation in retirement.

03/18/2021

🚨Tax update🚨

The Treasury Department and Internal Revenue Service announced that the federal income tax filing due date (and payment due date) for individuals for the 2020 tax year will be automatically extended from April 15, 2021, to May 17, 2021.
⠀⠀⠀⠀⠀⠀⠀⠀⠀
We still encourage you to consider filing as soon as possible, especially if you think you're owed a refund! Filing electronically with direct deposit is the quickest way to get your refund, and it can help some taxpayers more quickly receive any remaining stimulus payments they may be entitled to.
⠀⠀⠀⠀⠀⠀⠀⠀⠀
Have you filed your 2020 taxes yet?

🚨Tax update🚨

The Treasury Department and Internal Revenue Service announced that the federal income tax filing due date (and payment due date) for individuals for the 2020 tax year will be automatically extended from April 15, 2021, to May 17, 2021.
⠀⠀⠀⠀⠀⠀⠀⠀⠀
We still encourage you to consider filing as soon as possible, especially if you think you're owed a refund! Filing electronically with direct deposit is the quickest way to get your refund, and it can help some taxpayers more quickly receive any remaining stimulus payments they may be entitled to.
⠀⠀⠀⠀⠀⠀⠀⠀⠀
Have you filed your 2020 taxes yet?

03/17/2021

Happy Saint Patrick's Day!

Happy Saint Patrick's Day!

What is a Roth IRA? | Meridian Financial Partners 03/16/2021

What is a Roth IRA? | Meridian Financial Partners

Suze Orman calls it "a truly great deal." So what exactly is a Roth IRA? Lucy explains this account's unique features in this week's blog.

What is a Roth IRA? | Meridian Financial Partners If the only thing you know about a Roth is that it rhymes with sloth …well, then this post is for you. So. Are you ready to find out what this Roth IRA thing is? It is a type

03/16/2021

1 month away! Join us Friday, April 16th for our 3rd annual Shred Event. TrueShred will be in the 5th Street parking lot from 11am-2pm.

No need to leave your car, just simply pop your trunk and we will do the rest.

1 month away! Join us Friday, April 16th for our 3rd annual Shred Event. TrueShred will be in the 5th Street parking lot from 11am-2pm.

No need to leave your car, just simply pop your trunk and we will do the rest.

Clarify the path. Enjoy the Journey.

Headquartered in Warrenton, VA, Meridian provides holistic financial solutions to individuals and organizations nationwide. The firm offers deep expertise and services in investment management, financial planning, and strategic integration of financial resources. Meridian helps take the confusion, stress and fear out of money decisions, illuminating your path so you can enjoy the journey.

Videos (show all)

Meridian Market Minute: POD
Meridian Market Minute: IPS
Meridian Market Minute: 1099R
Meridian Market Minute: HSAs
Meridian Market Minute: Tax Forms
Meridian Market Minute: Previous Job 401k
Meridian Market Minute: Proposed Retirement Savings Act 2021
Meridian Market Minute - Thanksgiving

Location

Telephone

Address


39 S 4th St
Warrenton, VA
20186

Opening Hours

Monday 09:00 - 16:00
Tuesday 09:00 - 16:00
Wednesday 09:00 - 16:00
Thursday 09:00 - 16:00
Friday 09:00 - 16:00
Other Financial Planning in Warrenton (show all)
Your College Planning Coach Your College Planning Coach
70 Main St
Warrenton, 20186

Making College More Affordable