Fee-Only Wealth Management
We manage wealth.
We don’t sell products.
Meridian Wealth Partners is a fee-only, fiduciary advisory firm in Scottsdale serving families with $500K+ in investable assets.
Fee-only. Fiduciary. No commissions, ever.
Our Philosophy
Fee-only. Fiduciary.
No exceptions.
Fee-only means we earn no commissions, no referral fees, and no revenue from any product we recommend. Our only compensation comes directly from our clients. That distinction is everything: it means every recommendation we make is genuinely in your best interest. Full stop.
Every client receives a comprehensive financial plan, often exceeding 50 pages, covering cash flow analysis, tax strategy, estate coordination, insurance review, investment allocation, Social Security optimization, and charitable giving. This plan is updated annually because your financial life is never static.
We coordinate with your existing CPA, estate attorney, and insurance agent. Your financial life is interconnected, and your advisory team should be, too. We bring the planning; your specialists bring their expertise; the result is a coordinated strategy, not a collection of disconnected advice.
97% client retention since inception.
$95M
Assets Managed
82
Families Served
97%
Client Retention
50+
Page Financial Plans
Our Team
Dual-credentialed, aligned with you
Catherine Reyes
Founder & Managing Partner
Catherine spent 14 years at Morgan Stanley as Vice President in their private wealth division, managing approximately $180M in client assets. She founded Meridian in 2018 after deciding that wirehouse conflicts of interest were incompatible with the advice her clients deserved.
NAPFA Member
David Chen
Partner
David brings 10 years of experience from Vanguard, where he developed deep expertise in tax-efficient portfolio construction and distribution strategy. He joined Meridian in 2020 and leads the firm’s tax planning and estate coordination work.
What We Do
Comprehensive Wealth Management in Scottsdale
Business Owners
30% of clients
- Business succession planning
- Exit strategy development
- Concentrated position management
Corporate Executives
25% of clients
- Equity compensation strategy
- Concentrated stock diversification
- Tax optimization
Retirees & Pre-Retirees
35% of clients
- Retirement income planning
- Social Security optimization
- Distribution strategy
Inherited Wealth
10% of clients
- Estate planning coordination
- Charitable giving strategy
- Family wealth transition
For every client
- Comprehensive financial planning (50+ page plan)
- Investment management
- Tax coordination with CPA
- Annual plan review and update
Transparent Fees
Straightforward pricing, aligned with your success
0.85%
of assets under management
For accounts over $1M
1.0%
of assets under management
For accounts under $1M
Fee-only. No commissions. No proprietary products. No hidden costs.
Ready to Talk?
Your wealth deserves a real plan
CFP + CFA dual-credentialed. NAPFA member. SEC Registered.
How We Work
A deliberate process, not a sales funnel
01
Discover
30-minute intro call. We learn about your situation, goals, and concerns.
02
Plan
We build your comprehensive 50+ page financial plan.
03
Implement
We execute the investment strategy and coordinate with your CPA and attorney.
04
Review
Annual plan review and update. Your plan evolves as your life does.
Let’s have a conversation
Whether you are approaching retirement, managing a liquidity event, or simply want a second opinion on your current plan, our Scottsdale team is here to help.
Phone
(480) 555-0216Address
7373 E. Doubletree Ranch Rd, Suite 120
Scottsdale, AZ 85258
Hours
Mon–Fri 8am–5pm. Evening and Saturday by appointment.
Service Area
AZ, CA, CO, TX, WA. Virtual meetings nationwide.