Wealth Management. Established 1998. A Boston fiduciary practice for families building, preserving, and transferring substantial wealth.
Building legacies.
Growing wealth.
An independent, fee-only fiduciary wealth-management practice for Boston-area families with $1M to $50M of investable assets. Personal service from the partner who answers your call.
Wealth advice should sound less like a sales call — and more like a good Sunday-night conversation.
We sit at the same table as our clients. We get paid one way — directly, transparently, by them. No commissions for placing you in a product. No revenue-share with the funds we recommend. No bonus for selling the firm’s insurance. Just a quarterly fee and the kind of advice that comes from being on the same side of the table.
Twenty-eight years in, we’ve found that most of what matters in a wealth plan isn’t the returns — it’s the structure. The right entity, the right tax bracket, the right beneficiary designation, the right giving vehicle, the right insurance you actually need. The right plan for the year you stop earning.
We are paid by you. Only by you. Every recommendation we make is structurally free of the conflicts that quietly cost most American households a meaningful share of their lifetime returns. — Helena Marsh, CFP®, Founding Partner
If that matches how you’d like your money to be managed, the next step is a 30-minute discovery call. It costs nothing. We’ll listen, ask a few questions, and if we’re a fit we’ll send you a written engagement proposal. If we’re not — we’ll tell you, and where appropriate, we’ll refer you to a colleague who is.
Fee-only means we receive zero compensation from product manufacturers, insurance companies, custodians, or any third party. We earn one fee, paid by you, disclosed in dollars on every invoice.
- Pre-retirees, age 55-67
- Business owners contemplating exit
- Inheriting families & trustees
- Tech & finance executives w/ RSU concentration
- Multi-generational families
Form ADV Part 2A filed annually with the SEC. CEFEX-certified fiduciary firm — one of fewer than 80 in the United States. Independent custody at Charles Schwab Institutional.
Six chapters in one continuous plan.
The financial plan we write for you is a single document, updated quarterly. The six services below are chapters of it — never silos, never sold separately, never recommended without the others factored in.
Retirement Planning
Cash-flow modeling, Social Security optimization, withdrawal sequencing, Roth conversion ladders, healthcare bridging from 55 to 65, long-term care strategy.
Investment Management
Globally diversified portfolios built from low-cost institutional funds. Direct indexing for taxable accounts. Rebalanced systematically. Performance reported net of all fees.
Tax Strategy
Multi-year tax-bracket optimization, asset location, Roth conversions, capital-gain harvesting, NUA, qualified opportunity zones. Coordinated with your CPA.
Estate & Legacy
Trust design, beneficiary review, generation-skipping, charitable remainder trusts, donor-advised funds, family-mission drafting. Coordinated with your attorney.
Risk Management
Property & casualty review, umbrella, disability, long-term care, life insurance need-analysis. We sell none of these — we only review them.
College & Family
529 plans, intra-family loans, education-trust design, kiddie-tax planning, generational gifting strategy. Long-horizon planning for children and grandchildren.
Three meetings. One written plan.
Ongoing for as long as you'll have us.
Discover
A discovery call by phone or Zoom. We listen for an hour. You tell us what’s on your mind, where you are, what you want the next twenty years to look like. We tell you what we’d do.
Strategize
We gather documents (returns, statements, wills, insurance), build a current-state map, and write a draft plan. We meet to walk through it, revise it, and finalize.
Execute & Monitor
We implement the plan, custody at Schwab Institutional, and meet quarterly to review. Tax planning in Q3, beneficiary & estate review in Q4. Always available.
Four senior advisors. The same four since 2014.
Continuity matters in wealth advice. The advisor who designs your plan is the advisor who will deliver it — quarter after quarter, decade after decade.
Helena Marsh, CFP®
Wharton MBA. Founded Meridian after 11 years at Goldman Sachs Private Wealth. Authored the Boston Bar Estate Planning Quarterly column 2018-22.
- CFP®
- CFA
- NAPFA
Theodore Park, JD, CFP®
Harvard Law. Trust & estate practice at Ropes & Gray for 8 years before joining Meridian in 2014. Leads the multi-generational planning desk.
- JD
- CFP®
- AEP
Imani Bell, CFA
Chicago Booth MBA. Eleven years at Fidelity Asset Management leading institutional fixed-income. Heads our investment committee.
- CFA
- MBA
- NAPFA
Caleb Reyes, CFP®
Boston College. Spent 9 years at Fidelity Workplace Investing as a senior planning consultant. Specializes in pre-retirees aged 55-67.
- CFP®
- RICP®
- NAPFA
What clients say when no one is asking.
I came to Helena six months after my husband died. She didn’t sell me anything. She walked me through what I had, what it would do for me, and what to do with the small inheritance from my mother. Eight years later she’s still the first person I call.
I sold my software company in 2022. Six firms pitched me. Meridian was the only one that started with “what does the next twenty years look like for you and your kids” instead of “here is our product.” Three years later that conversation is still the through-line of our plan.
The thing about Meridian is what they DON’T do. They don’t pitch insurance. They don’t push annuities. They don’t have a “house view” they’re trying to fit you into. They have a plan they wrote for you, and they update it when the world changes.
A thirty-minute conversation is a generous use of your evening. It's also free.
The discovery call is by phone or Zoom. We’ll listen. You’ll learn what we’d recommend. Whether you hire us or not, you’ll leave the call with a written one-page summary of the three things we’d do first.
We respond to every inquiry within one business day. No call centers, no nurture sequences, no “sales development representatives” — every reply comes from a partner.
Five flights up,
on Newbury Street.
Meridian Wealth Partners
240 Newbury Street, 5th Floor
Boston, MA 02116
- Mon — Fri
- 08:30 — 17:30
- Saturday
- By appointment
- Sunday
- Closed
- After-hours
- Existing clients: text the partner direct
Required disclosure: Meridian Wealth Partners, LLC is an SEC-registered investment adviser. Registration does not imply a particular level of skill or training. Investing involves risk, including the possible loss of principal. No content on this page is an offer or solicitation to buy or sell any security or instrument. Past performance does not guarantee future results. CRD #112857.