Financial advisor in Columbus, Ohio
Retire with a plan that actually fits your life.
Meridian brings your retirement plan, investments, and tax strategy together in one place — with one advisor who knows your whole picture.
Meridian brings your retirement plan, investments, and tax strategy together in one place — with one advisor who knows your whole picture.
Who we are
You worked hard for your money. We bring the planning, the investments, and the tax strategy together — so you can enjoy what you've earned instead of managing it.
See how we work →Who we help
Almost everyone we work with is within ten years of retiring, or just got there. They built it themselves — and they want a plan as practical as they are.
Five years out, two incomes, a 401(k) that finally feels real — and one question that won't go away: can we actually do this?
The paycheck stopped; the markets didn't. You want to spend confidently without watching the news every morning — and the taxes handled.
You sold the company, or you're about to. Suddenly there's a big liquid number and a bigger set of questions. Let's turn it into a life.
What we handle
A year-by-year map from your last paycheck through the rest of the plan.
Which account to draw from first — and why it changes every year.
The window between retirement and RMDs is shorter than most people realize.
Optimized as a household, with survivor benefits weighted properly.
Low-cost portfolios built around your plan, reviewed continuously.
So your wishes hold up in the real world, not just on paper.
How it works
Two relaxed conversations. Every account, every goal, every worry you've been carrying around.
Income strategy, Social Security timing, the Roth window, and the withdrawal order that makes it last.
Markets move, tax law changes, life happens. We meet twice a year and adjust — so you always know where you stand.
"We came in with four spreadsheets and a lot of anxiety. We left with one plan, two decisions, and the calendar on which to make them."
"Honest, hard-working, helpful. I am finally relieved about my finances."
"The only regret I have is not signing on sooner. One plan instead of five accounts."
Your advisor
David has spent eighteen years helping central-Ohio families move from earning a paycheck to drawing one. No call center, no rotating reps — one advisor who knows your whole picture, year after year.
Meridian isn't owned by a bank or a broker. There are no product sales and no commissions. Just advice, on your side of the table.
Questions, answered
A transparent annual fee, explained in plain English on our first call and confirmed in writing. No commissions, no product fees, no surprises in the fine print.
If you want us to. We run low-cost, tax-aware portfolios built around your withdrawal plan — or we'll plan alongside the accounts you already have.
Honestly, the five years before you retire are the most valuable planning years there are. Roth conversions, asset location, and the income runway all get set up here.
Thirty minutes, no slides, no prep. You tell us where you are, we tell you what we'd focus on — and if we're not the right fit, we'll point you to someone who is.
A 30-minute conversation about where you are and where you want to be. No pressure, no pitch — just a clear next step.
Schedule your call