For nearly three decades, Meridian Capital has helped individuals and families navigate complexity and build enduring financial legacies.
Our Mission
We founded Meridian on the belief that every client deserves a fiduciary advisor who puts their interests first — unconditionally. No hidden fees. No conflicted advice.
Our History
Richard Hale and Sandra Ortiz launch Meridian Capital with a single office and a commitment to fee-only advice.
Expanded to New York and Chicago, adding institutional-grade portfolio management capabilities.
Introduced private equity and hedge fund access for qualifying clients, broadening diversification options.
Named one of Barron's Top 100 RIA firms for the third consecutive year.
Serving over 1,400 families across the US with a team of 60+ professionals.
What Guides Us
We never recommend what we wouldn't put in our own portfolios. Period.
Plain-language reporting and open conversations — no jargon, no surprises.
We optimize for decades, not quarters. Markets reward patience and discipline.
Your goals drive every strategy. We start by listening, not selling.
Recognition