Georgia  Bruggeman

Georgia Bruggeman

| CFP®, MBA

Meridian Financial Advisors

(508) 429-2600

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Fee Only Financial Planner Serving the Boston, MA Metro Area and Cape Cod, MA.

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Website

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13 Water Street
Holliston, MA 01746

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Georgia Bruggeman is a fee-only financial advisor serving the Boston, MA metro area and Cape Cod, MA. Meridian Financial Advisors, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Georgia Bruggeman is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Georgia G. Bruggeman, CFP® founded Meridian Financial Advisors, LLC in 1990 to provide truly fee-only advice and guidance without any conflicts of interest that accompany commission sales. In addition to holding the CFP® designation, Georgia earned her MBA in finance from Babson College and has passed Levels I and II of the CFA program.

She has been named one of Boston's best wealth managers and awarded a five star financial advisor quality rating by Paladin Registry after a comprehensive review of her credentials, ethics, business practices, and financial services. Only 7% of financial advisors are named among Paladin's best wealth managers and achieve the Registry's highest quality rating.

Boston Magazine also named Georgia one of Boston’s best wealth managers for 2010, 2011, and 2012 in its Five Star Wealth Manager survey based on customer satisfaction.

Georgia is a member of the Financial Planning Association, CFA Institute, Boston Security analysts society, and the National Association of Personal Financial Advisors (NAPFA). 
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We Are Fee-Only Advisors and A Top Financial Advisor in Boston

Founded in 1990, Meridian Financial Advisors LLC is a top independent fee-only financial advisor serving the Boston, MA metro area and Cape Cod, MA. The firm is a registered investment advisor (RIA), registered with the Securities and Exchange Commission.
 
We are NAPFA advisors and CERTIFIED FINANCIAL PLANNERS™, and create customized financial planning and asset management solutions for individuals, families, and small businesses. We take a fiduciary oath to act in our clients' best interests, and as fee-only advisors we provide truly unbiased advice and never receive commissions for any product we recommend.

Boston Magazine named Meridian Financial Advisors founder Georgia Bruggeman, CFP®, a Top Financial Advisor in Boston for 2010, 2011, and 2012, based on client satisfaction surveys. Paladin Registry also awarded Georgia a "five-star" advisor quality rating, which is reserved for the top 7% of financial advisors (see "five-star" advisor award methodology).
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