A team you just click with

You’ll find us approachable, honest, and a breeze to work with

We have nearly 30 years of experience

Whether we meet on the phone or in-person, you’ll find us approachable, honest, and a breeze to work with. Our team will go above and beyond to ensure your personal or business assets are planned for and managed appropriately—now and long-term.

We have nearly 30 years of experience advising busy professionals in the Greater Boston region, and over the past decade we’ve specialized in guiding startups from budding ideas to Series A success.

Here’s what it might look like to work with us.

FOR INDIVIDUALS, COUPLES, AND FAMILIES

Introductory Meeting

In an introductory meeting, we'll learn about your financial goals and plans for retirement. At this time, your assets might feel scattered, but we will make a plan to organize them and maximize your wealth.

Ongoing Consultation

Life can change quickly, so it’s important to check in early and regularly. We’ll stay connected throughout the year to make sure you are making the most of your financial plan and increasing your wealth.

Financial Plan

We'll create a comprehensive financial plan that organizes your investments and takes into account your unique goals, whether it's for purchasing property, traveling, supporting philanthropic organizations, or leaving a legacy for loved ones.

FOR SEED AND EARLY-STAGE STARTUPS

An all-in-one solution for promising startups

Bookkeeping & Accounting

Our team lives and breathes by the details. We’ll make sure every transaction is recorded, so you’re fully prepared for your investors and for tax season.

Financial & Accounting Advising

We bring CFO-level experience to your startup. We’ll advise on your spend - and more - and help set you up for fundraising success.

Operational advising

We work closely with your attorneys to ensure your business has outstanding corporate records. We will make sure you have a proper filing system that makes cap table management and data room for setups.

Payroll & benefits

When you hire your first employees, we can manage processing payroll for today’s multi-state companies, calculate employee earnings, and ensure competitive benefits are put in place to attract the best talent.

The time’s right.

Get your financial future in order today.

Call a member of our team to learn more about working with Meridian Financial Services.