Personalized wealth management means oversight over anything that could impact you financially. The purpose this oversight is to enable you to live your dreams, protect against uncertainty, restore order, provide options, obtain financial peace and realize lifestyle objectives.
It requires taking a comprehensive look at all elements of planning, because successful planning requires that each of the following 4 areas be coordinated:
The 4 main components of Wealth Management Oversight (WMO) can be further expanded as seen in the below graphic.
All WMO has to be based in cash flow and taxes, not financial products. This means asking "are you are able to live the lifestyle you want? Pay your bills and obligations? Go on the trip you want?" It doesn't matter if you have $400,000 or $10 million. It matters that you can live how you want to live.
Why settle for some off-the-shelf solution? With Meridian Financial Advisory, you get one-on-one comprehensive and integrated and personalized financial planning and investment management from an expert.
CONTACT US FOR A FREE STRATEGY SESSION
THE MERIDIAN WAY
what is your risk tolerance?
A seemingly simple question can help tremendously when you need a personalized balanced and diversified portfolio investment allocation. Knowing your risk number is a complex process of analyzing your personal financial situation and balancing it against your unique goals, objectives, and attitude towards risk. To find this number, we will look at your age, experience, net worth, and willingness to take risks.
Click the below button to learn what your Risk Number is so you can create a portfolio that fits within your comfort level.
Helping You Preserve, Protect, and Responsibly Grow Your Assets.
We focus on helping our clients achieve financial independence. 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.
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.
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.
"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. ."
A note from our Managing Principal, Joshua Henry, on Wealth Management Oversight and
what it means for you.
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.