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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
    • -Annuities
  • Pension Consulting
    • -401k
    • -403b
    • -457
    • -Defined Benefit
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Meridian Financial Advisors 29 years, 9 months Mar 1990 - Present

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • National Association of Personal Financial Advisors
    Membership
    National Association of Personal Financial Advisors
    NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Georgia Bruggeman

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
How can I assess the performance of the Fixed Asset segment of my portfolio versus the overall market average?
The most important point regarding measuring your fixed income portfolio is to compare it to a benchamark that has characteristics that are as similar as possible to your own portfolio. it does not make sense to compare a short term bond index to your fixed income portfolio that may be more similar ...  (more)
Answered Sep 2012
American funds.?
VEry good,conservative fund family . All funds are managed by committee. They have many classes of funds from front end load funds to back end load funds, 12-B1s and class F funds for advisors....  (more)
Answered Dec 2012
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Dec 18, 2018
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      N/A
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Advisor

    Last updated on Dec. 19, 2018
      • $78.0M
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 80
        number of clients
      • $975.0K
        Estimated Average Account Balance Per Client

    Meridian Financial, LLC

    Last updated on Sept. 6, 2019
      • $113.1M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 123
        Accounts
      • $919.5K
        Estimated Average Account Balance

    Fees

    Fee Only Advisor
    $
    This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

    Types of Compensation Arrangements