Google reviewers rate Meridian Wealth Advisors 5/5 from 45 reviews, noting the owner replies to 98% of comments. Clients frequently describe the firm's service as patient, thorough, and personalized, with advisors clearly explaining complex topics like investment strategies, tax bracket management, and retirement planning. Recurring themes include strong communication, attention to detail, and the creation of tailored financial plans that help clients achieve their goals. No common criticisms appear in the provided excerpts, as all reviews are five stars.
Google rating: 5.0 out of 5 from 45 reviews (100% five-star).
Reviews on this page: 45 Google reviews (45 with written comments).
Owner responses: the business replied to 98% of reviews.
I highly recommend Mark! He's a sharp, patient, trustworthy advisor. Mark's advice pays for itself VERY quickly -- the sooner you bring him on board, the better!
I have had great experiences with my financial advisor, Jocelyn Sullivan, who is patient and thorough in explaining everything clearly. She listened to my concerns, then tailored a plan based on my financial situation and goals. I felt confident throughout the process.
Mark Midkiff is a dedicated Financial Advisor/Planner with many years of experience. Meridian Wealth Advisors have established a reputation for Analytical, concerned, and creativeness. Mark always takes the time to fully explain digital transformation with respect to what’s best for the clients’ financial goals. Mark is very respectful, attentive as well as passionate about his profession. Any organization/client would be lucky to have him.
My experience with FFA and Meridian has been fantastic. Mark Midkiff is very accomodating and helpful explaning various investment vehicles to maximize potential returns. Most importantly, I have been very happy with growth of my investments under his watch.
Response from the owner · 9 months ago
Thank you, Don. We’re glad to hear you’ve been happy with the guidance and the progress of your investments, and we appreciate your trust.
Sheldon Zehr3 reviewsiTotal number of Google reviews Sheldon has written across all businesses on Google Maps, not just this one.
Awesome customer service. Mark Midkiff has been more than an advisor but a true friend. I highly recommend their services. I never feel rushed, they always spend the time I need to feel comfortable. Well done Mark and team
Response from the owner · a year ago
Thank you for your kind words, Michael. We thoroughly enjoy working with you and are glad you feel the same!
Jackie Gnech7 reviewsiTotal number of Google reviews Jackie has written across all businesses on Google Maps, not just this one.
I have had the pleasure of working with Jocelyn for 3 years now. I can’t say enough good things about her or the services she provides. I have recommended both family and work colleagues as I know they will be well taken care of! Thank you for everything!
Response from the owner · a year ago
Hi Jackie,
Thank you for your kind review! We are so glad to see that you are satisfied with our services. It has been wonderful working with you!
Larry LoureeLocal Guide · 32 reviewsiTotal number of Google reviews Larry has written across all businesses on Google Maps, not just this one.
We've been very pleased with Mark's help and guidance as we prepare what we've accumulated for retirement. Mark understands how careful we are about our finances and does his best to make sure we can grow our savings safely (not going up and down in the market) and grow for us.
Response from the owner · a year ago
Hi Larry,
Really appreciate the review. It has been a pleasure working with you!
Scott DelGrosso4 reviewsiTotal number of Google reviews Scott has written across all businesses on Google Maps, not just this one.
Like many people, I tinkered around with managing my 401k myself for many years, with little overall success. I eventually payed to have Fidelity "manage" my account, and to be honest I think it was doing better when I was doing it. I knew I had to change something, so I did some research and found Mark online, scheduled a meeting with him and got to know what he was about. Fast forward to today, I have been working with Mr. Midkiff going on 3 years now and I am very satisfied with what he has done to build my portfolio. He is very easygoing and takes the time to explain things as we make adjustments to investments over time. He knows what he is doing and my accounts have improved more than I ever expected. My only regret is that I didn't start working with him sooner. Thanks Mark!
Response from the owner · a year ago
Hi Scott,
Thank you so much for the kind review. Looking forward to seeing what the future has in store!
Rod LemmoLocal Guide · 9 reviewsiTotal number of Google reviews Rod has written across all businesses on Google Maps, not just this one.
I used their service (through Adam Babb) to help me facilitate yearly withdrawals from our IRA's to Roth Accounts- while staying in the lowest tax bracket. Adam built me a computer ap to take into account: current income and the amount I could withdraw staying below the next Tax Bracket. I thoroughly enjoyed working with him and the tool is invaluable. I will use their services again.
Response from the owner · a year ago
Hi, Rod! Thank you so much for the 5-star recommendation. We greatly enjoy working with you and delivering exceptional results!
