Who We Are

Meridian Capital Advisors is a personalized registered investment advisor with a low cost approach to Wealth Management. We currently manage client accounts consisting of regular individual accounts and IRA's, 401(k) plans, charitable foundations, trusts, and endowment funds.

Meridian Capital Advisors was founded in 2005 by Jeffery Mascio.  Mr. Mascio wanted a more cost effective solution for his clients than is offered by the large brokerage firms. Meridian Capital Advisors is not just a local branch of a national firm.  We are committed to making each of our working relationships personal and we will not treat you as just another account or abandon you in search of the next commission. We pledge to earn your business each and every day.

While we are still operationally independent, we understand that there are many benefits that come from strategic partnerships with larger national resources.  Our clients benefit from our institutional level relationships with TD Ameritrade and Morningstar, just to name a few.  These companies provide us with the tools and research to round out our practice.

Fee-only Investment Management

As fee-only investment managers, we work with you to develop an investment approach that fits your goals with our capabilities. We receive no commissions, therefore there is no sales pressure and no conflict of interest. You can be sure investment decisions are based on one primary goal -- meeting your financial objectives.