Meridian Financial Partners Celebrates 10 Years of Transparent, Client-Centered Financial Planning

Warrenton, VA – September 18, 2025 — Meridian Financial Partners, an independent, fee-only financial advisory firm, is proud to celebrate its 10th anniversary of guiding clients toward financial clarity and confidence. Founded in 2015 by Sarah Yakel and Nathan Gilbert, Meridian was built on a commitment to transparency, authenticity, and long-term client relationships—values that continue to define the firm today.

From its beginnings in Warrenton, VA, Meridian has grown to serve 477 households across 30 states, reflecting both the trust of its clients and the firm’s dedication to delivering exceptional service. Over the past decade, the team has helped individuals, families, and organizations build comprehensive financial plans, navigate life’s many transitions, and invest with confidence—always with a focus on what matters most to each client.

“Reaching this milestone is incredibly meaningful,” said Sarah Yakel, Founding Partner. “When we launched Meridian, our goal was simple: to provide clear, unbiased advice without hidden fees or corporate agendas. Ten years later, we’re incredibly grateful to our local community, families, and businesses for the enduring relationships we’ve built and excited for the future.”

“Our mission has always been about more than just managing investments,” added Nathan Gilbert, Founding Partner. “It’s about helping clients strike the right balance—planning for tomorrow while enjoying life today. We’re honored to be a part of our clients’ journeys.”

For further information, please contact:
Liz Witt-Lee
Director of Strategy, Meridian Financial Partners
liz@meridianfinancialpartners.com
meridianfinancialpartners.com

About Meridian Financial Partners Meridian Financial Partners is an independent financial advisory firm based in Warrenton, VA and serving clients nationwide. With a personalized approach to financial planning, investment management, and wealth preservation, Meridian guides clients through life’s many transitions while ensuring their goals remain at the center of every decision. For more information about Meridian Financial Partners, please visit www.meridianfinancialpartners.com.