Calculators

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Welcome to Meridian Wealth Advisors

Meridian Wealth helps our clients navigate towards achieving their financial goals with clarity & precision by providing a holistic approach to financial planning tailored to their unique financial situations. We believe that financial planning is not just about numbers, but about helping you live the lifestyle you deserve.

We are a team of experienced and dedicated financial planners who help you develop a comprehensive financial plan whether you want to secure your retirement, protect your assets, fund your children's education, or plan your estate.

Our values are based on quality in service, collaboration, trust, integrity, and compassion. Our clients are our partners and friends. We care about our clients and their families, and we support them through life's transitions and challenges.

Newsletters

Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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Peer-to-Peer Payments Are Popular, but Be Careful

Outlines best practices for safe peer-to-peer payment app transactions.

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Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Fine-Tuning with Sector Funds

Explains how S&P 500 sector funds behave differently and why diversifying across them can be useful.

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More Newsletters

Calculators

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Lease Payment

How much would your monthly lease payment be?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Disability Income Insurance

How much Disability Income Insurance do you need?

More Calculators