Independent wealth management built on the conviction that high-net-worth families deserve conflict-free advice, personalized attention, and institutional-quality investment management.
About MERIDIAN
A Decade of Fiduciary Service
Our Team
Experienced practitioners bringing sector perspective, disciplined execution, and long-term client partnership.
Nathan R. Whitfield
Founder & Chief Investment Officer
CFA, CFP. 20 years advising high-net-worth families on portfolio construction, tax-aware allocation, and estate transfer planning.
Alison M. Grant
Partner, Family Office Services
CPA/PFS. Former Big Four private client advisor focused on trust design, liquidity planning, and intergenerational governance.
Core Principles
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.
Operating Model
Coverage Model
Senior professionals remain directly involved from kickoff through close.
Governance Cadence
Weekly operating calls and milestone gates keep decisions moving.
Reporting Standard
Concise, decision-focused updates tailored for principals and boards.