financial services that align with your values and vision
Get personalized financial education to help you align your mind, body, spirit and finances for true abundance
Whether you're navigating complex assets or just beginning to take control of your financial future, our mission remains the same: to meet you where you are—with clarity, strategy, and heart.
We understand that time is a premium. That’s why our process is built for busy, successful people who want more than just financial advice—they want trusted partnership, tailored solutions, and the peace of mind that comes from knowing their money is working toward what matters most.
For our high-net-worth clients, we offer discreet, sophisticated strategies designed to preserve wealth, minimize tax exposure, and align investments with your personal vision and family values. For those still building, we offer the education, empowerment, and strategic guidance needed to create lasting financial change.
About Us
At Meridian, transparency, integrity, and trust form the foundation of our relationships with clients. We pride ourselves on our holistic approach to wealth.
We believe that wealth is measured not just in dollars—but in impact, peace of mind, health, legacy, and freedom.
Services
Your abundance starts now, and we're here to help lead you toward a prosperous tomorrow.
🧭Wealth Management
🧩 Financial Coaching & Education
👨👩👧👦 Family Legacy Planning
💼Retirement Planning
💰 Income Protection & Insurance Planning
📈 Financial Growth Strategies
🏛️Tax Strategies
Testimonials
★ ★ ★ ★★
“They didn’t just help me with my finances—they helped me reclaim my life and my future.”
"I came to Meridian Legacy Group overwhelmed, trying to juggle my present while fearing for my financial future. Dr. Lori and Rev. Araceli didn’t make me feel judged—they made me feel empowered. For the first time, I have a clear retirement plan, a legacy strategy for my children, and peace of mind I never thought I’d feel. This isn’t just financial consulting—it’s life changing."
– Lisa R.
Single Mom & Educator
★ ★ ★ ★★
“I finally feel like I’m building something that will outlive me.”
"Legacy was always important to me, but I didn’t know where to start. The team at Meridian Legacy Group helped me turn vague goals into a real, actionable wealth strategy. They listened, they cared, and they delivered. Now, I know my business, my assets, and my family are protected—for generations."
– Malcolm J.
Business Owner
★ ★ ★ ★★
“The best investment I ever made was calling Meridian.”
We thought we were ready for retirement—until we met Rev. Araceli & Dr. Lori and realized how much more we could do. They uncovered opportunities we didn’t even know existed, helped us maximize our income, and most importantly, gave us the confidence to enjoy our golden years without fear. This team truly serves with heart and wisdom.
– Diane & Charles T.
Retired Couple
★ ★ ★ ★★
“They turned money into meaning.”
I’ve worked with financial advisors before, but what sets Meridian apart is their deep care for why the money matters. They asked about my values, my dreams, my family—then built a plan that aligned with all of it. Now, I don’t just feel wealthier. I feel aligned, intentional, and ready to build a legacy that counts.
– Jason B.
Tech Executive & Father of Two
Your Financial Team
At Meridian Legacy Group, we believe that wealth is more than money—It starts with mindset and includes peace of mind, good health and habits, freedom of choice and time, the legacy you leave behind and the loved ones that mean the world to you.
As Wealth Strategists, we help individuals, entrepreneurs and families like ours, design lives of abundance, security, and purpose. Whether you're preparing for retirement, protecting your loved ones, or building generational wealth, we're here to guide you with compassion, clarity, and strategy.
Our approach is deeply personal and service-oriented. We listen intently, ask the right questions, and create tailored financial solutions that align with your values—not just your numbers. We bring both heart and expertise to every conversation.
This isn’t just about financial planning. It’s about creating a life and a future you can feel good about—and a legacy that reflects who you truly are.
Get In Touch
