An independent, fee-only advisory practice in Denver helping families plan for retirement, invest with purpose, and make confident money decisions.
We are legally bound to put your interests first on every recommendation, not just when it is convenient.
One clear fee, quoted in writing before you commit. You always know exactly what you pay and why.
We do not sell products or earn commissions, so there is never a hidden reason behind our advice.
No jargon, no lectures. We explain your options clearly so every decision is one you understand.
Ethan founded Meridian Wealth Advisors to give Denver families the kind of advice he believes everyone deserves: independent, transparent, and explained in plain English. He works with a small number of households so every client gets a plan built around their life, not a template.
When you call the office, you talk to the person who actually manages your plan. That is by design.
"For the first time we have an actual plan, not just a pile of accounts. Everything was explained in words we understood."
"The flat fee was quoted upfront and never changed. No sales pitch, no products, just straight answers to our questions."
"They helped us sort out an old 401k and organize our retirement picture. Patient, thorough, and easy to reach."
Bring your questions and your current picture. We'll show you what working together looks like, with no obligation.
Book a Consultation1700 Broadway, Suite 900, Denver, CO 80290
Prefer to talk first? Call the office and we'll find a time that works. Virtual meetings available for clients across Colorado.