Independent wealth management
Your Wealth Deserves Undivided Attention.
Meridian Wealth Advisors provides personalized investment management and financial planning for high-net-worth families in Utah and the Intermountain West.
What We Do
Specialized expertise for demanding clients.
Investment Management
Customized portfolios aligned with your goals, risk tolerance, and time horizon.
Financial Planning
Comprehensive strategies for retirement, tax optimization, and estate planning.
Family Office Services
Coordinated wealth management across generations and entities.
Trust & Estate
Fiduciary services and trust administration for complex estate structures.
Why Meridian
Built for families who expect more from their advisor.
Fee-Only Structure
No commissions, no product sales. Our only incentive is your success.
Fiduciary Standard
We are legally bound to act in your best interest at all times.
Personalized Attention
Each advisor serves a limited number of families for focused, responsive service.
Portfolio
Recent work.
Investment Management
Investment Management Project Alpha
Investment Management
Completed successfully
2024Featured
Financial Planning
Financial Planning Project Beta
Financial Planning
Delivered on schedule
2023Featured
Family Office Services
Family Office Services Project Gamma
Family Office Services
Client partnership
2024Featured
Our Team
Leadership you can trust.
Meridian N. Mitchell
Founder & Principal
20 years in wealth management.
Sarah B. Thompson
Director of Operations
CFA, CFP.
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