Our Alliances

Meridian Wealth + Tax Advisors has enhanced our capabilities and resource offering by forging alliances with aligning with large financial institutions that assist us in providing a world class client experience and dynamic portfolio design:

Fidelity Investments®

While Meridian Wealth Advisors provides investment advice, we do not have direct access to your account assets. Fidelity maintains custody of our clients accounts.  With your permission, we receive Limited Power of Attorney to submit trade requests on your behalf and provide you with regular reports that summarize your portfolio’s performance. However, you remain in control of your assets by having them held in accounts in your name. Our custodian provides us with the platform, products, programs and resources to serve our clients efficiently and effectively. Fidelity provides our firm with an array of solutions designed to provide access to the best array of people, investment products, process and technology resources to help us meet the needs of our clients. With the strength and stability of Fidelity Investments® our clients can rest assured that they are working with a single clearing firm, using a powerful global trading platform that Fidelity Investments has relied on to provide financial solutions to millions of investors.

Dimensional Fund Advisors 

Provides us with a broad array of low-cost portfolio design strategies and smart trading techniques grounded in financial science. 

Alliance of Cambridge Advisors

ACA is the only fee-only financial planning community focused on the holistic planning strategies that create true wealth for advisors and their clients. The ACA approach to holistic planning focuses on the major financial concerns of a client and how those issues interrelate.

American Institute of Certified Public Accountants (AICPA)

The AICPA is the National professional association for CPAs in the U.S.   Scott is a member of The Tax Division and The Personal Financial Planning Section.  The AICPA provides tax practice tools to help members elevate their practices and maintain the highest ethical standards.   In The Personal Financial Planning Section, the AICPA provides information, tools, advocacy and guidance for CPAs who specialize in providing estate, tax, retirement, risk management and investment planning advice to individuals and closely held entities.