Who we serve
Meridian Passage works with professionals, business owners, and families who want one advisor who knows their whole picture and keeps their investments, planning, and taxes working together. Most clients come to us at a turning point: retirement coming into view, a business sold, company stock that has grown into most of their net worth, or wealth passing to the next generation.
Safeguards
As a registered investment adviser, Meridian Passage is subject to regulatory oversight and bound by a fiduciary duty, a legal obligation to act in your best interest. Your accounts stay in your own name at Charles Schwab, an independent custodian. We direct the investments; we can never withdraw your funds. And because we are fee-only, the advisory fee is the only way we’re compensated: no commissions, no products to sell, and no compensation tied to investment recommendations.