Meridian Financial Advisory is a Registered Investment Advisor (RIA) in South Carolina owned and operated by its managing principal, Joshua Henry. Meridian operates in a fiduciary capacity with a legal obligation to always put its clients’ interests first (unlike broker-dealers). As an independent fee only investment advisor, Meridian is completely free to choose the investments and give the advice it believes are best suited to meet the needs of its clients during each life stage. This eliminates a major conflict of interest common with many so called ‘financial advisors.’
The end goal of complete Wealth Management Oversight (WMO) is to make your life better by freeing you up to focus on your family, career, health, charitable pursuits and the things that provide meaning to your life.
Our desire is to partner with you and help translate your values, goals, and objectives into reality. It is a process. When life throws you curve balls, we help you make course corrections.
Murrells Inlet, SC
- Address6578 Wellington Drive, Murrells Inlet, SC 29576
- CategoryFinancial Advisor, Financial Planning, Investment Advisor, Nationwide Online Services, Nationwide Services, Retirement Planning, Wealth Management
- LocationHorry County (SC), South Carolina