Georgia Bruggeman
CFP®, MBA
Meridian Financial Advisors
CEO & Founder
Georgia Bruggeman
CFP®, MBA
Meridian Financial Advisors
CEO & Founder
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Georgia Bruggeman, CFP®, MBA
Fee Only Financial Planner Serving the Boston, MA Metro Area and Cape Cod, MA.
Georgia Bruggeman is a Holliston, MA fee-only financial planner. Meridian Financial Advisors provides comprehensive and objective financial planning and asset allocation to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Georgia Bruggeman is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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).
Georgia Bruggeman is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
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).
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Georgia Bruggeman is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Georgia Bruggeman is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Georgia Bruggeman is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Georgia Bruggeman
Office Locations:
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13 Water Street
Holliston, MA 01746 -
3A Main Street
Ste. 11
N. Eastham, MA 02651
