Since 2008
Independent by design
Dana founded Meridian after years inside big institutions watching good people sold products they didn't need. The fix was simple: be independent, charge clearly, and put the client first — by law, not just by slogan.
- Registered investment adviser (fiduciary)
- Fee-only — no commission, no kickbacks
- $2.4B advised across 3,100+ households
- Plans built for real, messy lives