Comprehensive financial planning, autonomously
Meridian is an AI financial planner that builds and manages your complete financial plan. Retirement, taxes, estate, wealth strategy. The work a $200/hour CFP does, running autonomously.
Comprehensive financial planning has always been expensive. A certified financial planner costs $150-300 per hour, or 1% of your assets annually. That prices out most people who actually need a plan. Robo-advisors filled part of the gap, but they only manage investments. They don't plan your retirement. They don't optimize your taxes. They don't touch estate planning. Meridian does all of it.
Everything a financial planner does, running continuously without waiting for your annual review.
Models your path to retirement using real income, savings rate, and spending patterns. Updates projections continuously as your situation changes.
Identifies tax-loss harvesting opportunities, Roth conversion windows, and deduction optimization. Adapts as tax law evolves.
Reviews beneficiary designations, trust structures, and wealth transfer strategies. Flags gaps before they become problems.
Coordinates across all accounts and goals. Ensures your investment allocation, insurance coverage, and savings targets work together as one plan.
| Robo-Advisors | Meridian | |
|---|---|---|
| Portfolio management | Yes | Yes |
| Retirement projections | Basic calculator | Continuous, adaptive modeling |
| Tax optimization | Tax-loss harvesting only | Full tax strategy across accounts |
| Estate planning | No | Autonomous review and flagging |
| Wealth coordination | Single account | Whole financial picture |
| How it works | You ask, it answers | Works autonomously, reports outcomes |
The future of financial planning
Meridian makes comprehensive financial planning accessible. No minimums, no hourly fees, no annual reviews that happen once and collect dust. Just a plan that works as hard as you do.