Our firm’s founders, John Grubbs and Tom Zebroski, both worked as vice presidents at Charles Schwab for nearly a decade before launching Meridian Wealth Management in 2017.
They wanted to serve their clients in a better way – a way they only felt was possible as independent financial advisors. But most importantly, they both wanted to help people feel more secure about their financial futures.
At Meridian Wealth Management, we know a lot of high-income-earning professionals have uncertainties about their finances. They have questions like:
We’re dedicated to helping our clients answer these questions and feel more comfortable with where they’re headed in life. It’s why we get up every day. It’s what keeps us going.
As an independent Registered Investment Advisor (RIA), we have a fiduciary duty to do right by our clients. This business model aligns perfectly with who we are as people.
Our firm has offices in the beautiful Pacific Northwest but works with self-employed professionals and highly compensated employees nationwide.