Our Mission: Your Financial Success
We're committed to providing honest, transparent financial guidance that puts your interests first. Learn about our journey, values, and the team dedicated to your prosperity.
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We're committed to providing honest, transparent financial guidance that puts your interests first. Learn about our journey, values, and the team dedicated to your prosperity.
Back to Home
meridianfrostex Advisors was founded in 2010 by a group of experienced financial professionals who shared a common frustration with the industry. We witnessed too many individuals and families receiving conflicting advice, being sold products they didn't need, and struggling to understand their own financial situations. We knew there had to be a better way.
From day one, our mission has been simple yet revolutionary: provide completely transparent, conflict-free financial guidance that genuinely serves our clients' best interests. We established ourselves as fiduciaries, legally binding ourselves to act in your favor above all else. This wasn't just a business decision—it was a moral imperative.
Over the past decade, we've grown from a small team of three advisors to a comprehensive wealth management firm serving hundreds of families across New York. Despite this growth, we've never lost sight of what makes us different: personalized attention, educational approach, and unwavering integrity.
What drives us isn't just helping people accumulate wealth—it's about enabling them to live the lives they truly want. Whether that means retiring early, supporting causes they care about, passing wealth to future generations, or simply achieving peace of mind, we measure our success by the goals our clients accomplish.
Looking ahead, we remain committed to evolving with the changing financial landscape while staying grounded in timeless principles of prudent investing, comprehensive planning, and client-first service. Our vision is to become the most trusted name in financial advisory services, not through marketing, but through the consistent delivery of exceptional value and results.
Rigorous protocols ensure you receive the highest quality guidance
All our advisors hold CFP® (Certified Financial Planner) designations and participate in continuing education to stay current with industry developments and regulatory changes.
We are legally and ethically bound to act in your best interest at all times. This means complete transparency about fees, no hidden commissions, and advice free from conflicts of interest.
Client information is protected with bank-level encryption, multi-factor authentication, and regular security audits. We comply with all financial privacy regulations and never share data without permission.
Our planning process follows CFP Board standards, covering all aspects of your financial life: investments, retirement, tax, estate, insurance, and education funding.
Experienced professionals dedicated to your financial success
Chief Financial Officer & Senior Advisor
With over 25 years of experience in wealth management, Robert founded meridianfrostex to provide conflict-free financial guidance. He holds the CFP® and CFA® designations and specializes in retirement income planning.
Director of Investment Strategy
Maria brings 18 years of institutional investment experience to our team. A CFP® professional with an MBA in Finance, she develops customized portfolio strategies and oversees all investment research.
Senior Tax & Estate Planning Advisor
David is a CFP® and Enrolled Agent with 20 years of experience in tax strategy and estate planning. He works closely with clients' tax professionals to optimize tax efficiency across their entire financial picture.
Financial Planning Associate
Jennifer joined meridianfrostex after 12 years in corporate financial planning. As a CFP® professional, she specializes in helping younger professionals build strong financial foundations and achieve early-career goals.
Retirement Planning Specialist
With 15 years focused exclusively on retirement planning, Anthony holds the CFP® designation and specializes in Social Security optimization, pension analysis, and Medicare planning for retirees.
We believe that trust is earned through consistent, honest behavior. This means having difficult conversations when necessary, admitting when we don't know something, and always putting your interests ahead of our own financial gain. Our fiduciary commitment isn't just legal obligation—it's the foundation of how we operate every single day.
We don't believe in keeping clients in the dark. Financial literacy is power, and we're committed to helping you understand not just what we're recommending, but why. Our goal isn't to create dependency—it's to empower you to make informed decisions and feel confident about your financial future. We explain concepts clearly, answer questions patiently, and ensure you genuinely understand your plan.
Wealth building is a marathon, not a sprint. We focus on sustainable strategies that work over decades, not quick fixes that might look good in the short term but fail when you need them most. This means staying disciplined during market volatility, avoiding unnecessary risk, and making decisions based on your long-term objectives rather than short-term market noise.
The financial industry evolves constantly, and we evolve with it. Our team engages in ongoing education, stays current with tax law changes and market developments, and continuously refines our processes to serve you better. We regularly review our service model, incorporate client feedback, and adopt new technologies that enhance our ability to help you succeed.
No two clients are identical, so why would we give everyone the same advice? We take time to understand your unique situation, goals, values, and concerns. Your financial plan reflects your priorities, not a template. We're available when you need us, responsive to your questions, and proactive about keeping you informed of opportunities and potential issues.
Join hundreds of families who trust us with their financial futures. Schedule your complimentary consultation today.
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