Meridian Wealth
Meridian Wealth Partners

Your Wealth.
Your Legacy.
Our Mission.

Comprehensive wealth management strategies crafted for families who demand more than returns — they demand a plan that endures for generations.

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What We Offer

Comprehensive Wealth Services

Four pillars of financial excellence, working in harmony to protect and grow what matters most.

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Wealth Management

Holistic portfolio strategy encompassing equities, fixed income, alternative investments, and risk-adjusted allocation tailored to your life stage and goals.

  • — Personalized investment policy statement
  • — Tax-efficient portfolio construction
  • — Quarterly performance reporting
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Retirement Planning

Build a retirement income strategy that sustains your lifestyle. We model scenarios, optimize Social Security, and coordinate 401(k), IRA, and annuity distributions.

  • — Retirement income projection modeling
  • — Social Security optimization strategies
  • — Required minimum distribution planning
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Estate Planning

Protect your legacy with coordinated trust structures, beneficiary optimization, and intergenerational wealth transfer strategies built to minimize estate taxes.

  • — Revocable and irrevocable trust guidance
  • — Charitable giving and donor-advised funds
  • — Business succession planning
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Tax Planning

Year-round proactive tax strategy — not just filing season. We harvest losses, time capital gains, and leverage tax-advantaged structures to minimize your lifetime tax burden.

  • — Tax-loss harvesting and gain deferral
  • — Roth conversion analysis
  • — Business owner tax optimization
Your Advisor

Meet Jonathan Meridian,
CFP®, CFA

With over 20 years managing wealth for high-net-worth families across three generations, Jonathan founded Meridian Wealth Partners on a singular belief: every dollar should serve a purpose aligned with your values.

A Certified Financial Planner and Chartered Financial Analyst, Jonathan has guided clients through multiple market cycles, tax law changes, and life transitions — always prioritizing clarity and calm over complexity and noise. He sits on the advisory board of the Financial Planning Association and lectures at Northwestern University's Finance program.

20+
Years Experience
CFP® CFA
Certifications
$2.4B
Assets Managed
Jonathan Meridian, CFP
Our Track Record

Results That Speak

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Families Served
$0
Assets Under Management
0
Years of Excellence
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Client Retention Rate
Client Stories

Words from Those We Serve

"

Jonathan didn't just manage our portfolio — he restructured our entire financial life. Within 18 months, we'd eliminated $180K in unnecessary taxes and had a succession plan for our family business that gave us complete peace of mind.

David & Margaret Hartley

Business Owners, Chicago

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I came to Meridian three years before retirement with no real plan. Now I have a guaranteed income stream, a Roth ladder, and a charitable giving strategy my grandchildren will benefit from for decades. Exceptional work.

Catherine Moreau

Retired Executive, Boston

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After inheriting a complex estate, I was overwhelmed. Meridian's team untangled everything — trusts, real estate, equities — and created a plan that honored my father's legacy while securing my own family's future.

Thomas Ashford III

Estate Beneficiary, New York

Common Questions

Frequently Asked

We work with individuals and families with investable assets of $500,000 and above. However, we evaluate each prospective client holistically — including trajectory, complexity of needs, and fit — and make exceptions for clients with exceptional planning needs or strong referrals from existing clients.

Meridian operates as a fee-only fiduciary. We charge an annual advisory fee based on a percentage of assets under management (typically 0.75%–1.0%), with no commissions, no referral fees, and no hidden charges. Our interests are aligned with yours: we only succeed when you succeed.

Standard clients receive semi-annual comprehensive reviews plus quarterly performance reporting. We are also available for ad-hoc consultations whenever life events arise — a liquidity event, inheritance, divorce, or major purchase. You'll always reach a partner, not a call center.

Yes, unconditionally. As an SEC-registered investment advisor, Jonathan and the entire Meridian team are legally bound to act in your best interest at all times. We put this commitment in writing in our client agreement and believe it is the minimum standard any wealth manager should meet.

Begin with a complimentary 45-minute discovery call where we listen to your situation, goals, and concerns with no obligation. If there's mutual fit, we'll schedule a comprehensive financial review and deliver an initial wealth plan within 30 days. Click "Schedule a Review" to begin.

Get in Touch

Begin the Conversation

A single conversation can clarify years of financial uncertainty. Reach out — there's no obligation, and our first meeting is always complimentary.

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Office
225 N Michigan Ave, Suite 1800
Chicago, IL 60601
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Phone
(312) 555-0190
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Email
hello@meridianwealth.com
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Hours
Monday – Friday: 8:00 AM – 6:00 PM CT
By appointment on weekends