Meridian Financial Partners

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Meridian Financial Partners Meridian Financial Partners provides holistic financial solutions to individuals and organizations nationwide.

We build intelligent, low cost, diversified portfolios, combined with a very deep understanding of our client's complete financial picture. Headquartered in Warrenton, VA, Meridian provides holistic financial solutions to individuals and organizations nationwide. The firm offers deep expertise and services in investment management, financial planning, and strategic integration of financial resources

10/16/2026

A few stocks can lift the whole S&P 500

🍫 🎃 🍂 Seasonal Reese's or regular? Our team voted and overwhelmingly think the seasonal ones are different AND better. ...
10/15/2026

🍫 🎃 🍂 Seasonal Reese's or regular? Our team voted and overwhelmingly think the seasonal ones are different AND better. Don’t get us wrong, regular Reese’s still rule! But we love the seasonal ones!

Quick question: when you hear the S&P 500 is up, do you picture most stocks rising together? The index is weighted by co...
10/14/2026

Quick question: when you hear the S&P 500 is up, do you picture most stocks rising together?

The index is weighted by company size, so a small group of very large companies, many in technology and artificial intelligence, can account for a significant share of its gains. That is called narrow market performance.

Nathan Gilbert's latest post explains how it works, why it is not necessarily a warning sign, and why this is a good time to review the basics of your own portfolio. If you have been following the market headlines lately, it is a helpful read. Read it here: https://meridianfinancialpartners.com/2026/10/14/what-does-narrow-market-performance-mean/

Free webinar hosted by Meridian Financial Partners tomorrow: Protecting Yourself from Fraud and CybercrimeJoin retired F...
10/13/2026

Free webinar hosted by Meridian Financial Partners tomorrow: Protecting Yourself from Fraud and Cybercrime

Join retired FBI Special Agent Jeff Lanza on October 14 from 12:00 to 1:00 PM ET. Jeff investigated cybercrime and fraud for more than twenty years. He will share how criminals target people by mail, text, email, phone, and compromised accounts, along with practical steps to lower your risk.

The webinar is free and open to the public, so feel free to share it with a friend or family member.

Register here: https://us02web.zoom.us/webinar/register/WN_TqAcVoE7QHKrXv3aQob8ng #/registration

10/09/2026

In observance of Columbus Day, our office will be closed on Monday, October 12. We will resume operations on Tuesday, October 13, at 9:00 AM

10/09/2026

Can a child have a Roth IRA? Yes, if they have earned income from a job. This week's Market Minute covers the first myth in our new Financial Mythbusters series.

Quick quiz: can a massage ever come with a tax advantage? Our new Financial MythBusters series puts money claims from so...
10/08/2026

Quick quiz: can a massage ever come with a tax advantage? Our new Financial MythBusters series puts money claims from social media to the test, and Kira Topeka and Reilly Skorupski rate each one confirmed, plausible, or busted.

Episode 1 covers five claims you may have seen in your feed, along with the conditions that decide each verdict.

Make your guesses before you read, then come back and tell us how you did. Which money "rule" would you like to see tested in a future episode?

You can read the blog here: https://meridianfinancialpartners.com/2026/10/08/financial-myths-social-media/

It was a pleasure to get to support and sponsor Newberry College Athletics Lacrosse's golf tournament this past weekend...
10/06/2026

It was a pleasure to get to support and sponsor Newberry College Athletics Lacrosse's golf tournament this past weekend in South Carolina. Friend and client Matt Rocker played to support his lacrosse-playing son Larry Rocker. We love to be able to support the next generation of athletes and community members.

Photos from the Warrenton Main Street reopening party - hosted by the Town of Warrenton, VA - Government, Experience Old...
10/05/2026

Photos from the Warrenton Main Street reopening party - hosted by the Town of Warrenton, VA - Government, Experience Old Town Warrenton, and the PATH Foundation. We love being a part of this vibrant community and being able to run into friends, have fun, and let loose. Photo credit to our own Kira Topeka Topeka Custom Design & Photo.

Happiest birthday wishes to Reilly!
10/02/2026

Happiest birthday wishes to Reilly!

Address

39 S 4th Street
Warrenton, VA
20186

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+15408785416

Website

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