Our primary objective is helping you reach your objectives. 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.
We commit to one thing above all else. Every client of Meridian Financial Advisory is treated as a member of our family whose success is our success and somebody with whom we want to build a dedicated and enduring relationship.
Your Partner for Financial Independence
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.
We provide wealth management solutions primarily to affluent individuals over age 50 and their families. We are experts in creating coordinated, tax efficient retirement income plans bringing together all areas of one's financial life (cash flow management, investment positioning, tax planning and estate preservation).
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 based 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 that is common in the financial industry.
Joshua is CFP® and CIMA® professional. He earned a Bachelor of Arts degree in Political Science from Cedarville University and a Master of Business Administration degree with a concentration in Corporate Finance from Salve Regina University. The courses for the Corporate Finance concentration were taken from the Kelley School of Business at Indiana University (where Josh was at the top of his class).
"My name is Joshua Henry and I provide oversight and guidance to all areas of my clients’ financial lives. I believe all advice needs to be integrated, dynamic and be based in cash flow and taxes, not financial products as important as they may be. My goal is to understand my clients' goals and wishes and develop a personalized financial and investment strategy to meet those goals. I provide ongoing advice to my clients, building deep relationships with my clients, and my community.
It's my desire that my clients fulfill their personal and financial dreams and goals because I've helped put them on the path to achieving them. By helping my clients with their financial lives, it is ultimately my goal that our work enables them to live the lives they want and provide the peace of mind that comes with this kind of coordinated planning."
The CFP® certification which Joshua holds is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients.
The Certified Investment Management Analyst® (CIMA®) certification which Joshua also holds is the peak international, technical portfolio construction program for investment consultants, analysts, financial advisors and wealth management professionals. CIMA® certification continues to be the highest level of advanced investment education for client-facing advisors.
Contact us for a free strategy session,
where we first learn about you!
MUTUALLY DEFINE SCOPE OF ENGAGEMENT. GATHER DATA. ANALYSIS, DEVELOP RECOMMENDATIONS, THEN PRESENT FINANCIAL PLAN.
A Comprehensive Approach: Each area of Wealth Management has a dramatic impact on the other areas.