(Bonus Episode)Book 101 Review, now in its fifth season, is set to feature Matthew Meredith—Attorney, CFP®, and Wealth Strategist—as my guest.
Description
Matthew Meredith
Attorney | CFP® | Wealth Strategist
Matt Meredith, Esq., CFP®, is the founder of Meridian Legal Advisors, a next-generation law firm focused on estate planning, tax strategy, and asset protection. With over 15 years of experience, Matt blends legal insight, tax expertise, and investment strategy to create plans that go far beyond traditional, cookie-cutter approaches that stop at the surface.
Before founding Meridian, Matt spent four years leading his own practice, The Law Office of Robert M. Meredith, where he guided clients not only in planning their estates but also in navigating the challenges of probate and trust administration. Having seen firsthand how difficult it can be for families to close estates and for trustees to carry out complex instructions, Matt designs plans with administration in mind, ensuring they work in practice, not just on paper.
Earlier in his career, he held leadership roles at J.P. Morgan Securities and Capital One Investing, and today, he also manages client investments through his affiliation with LPL Financial.
Through Meridian, Matt delivers a one-stop shop by bringing together legal, tax, and financial disciplines under one roof. Families, entrepreneurs, and professionals no longer need to hire separate attorneys, CPAs, and financial advisors. Instead, Matt integrates law, tax, and investment into a holistic plan that shields assets, reduces taxes, and preserves wealth for the next
generation.
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United States
