Financial Planning Services
Partnering with our clients to meet your personalized goals
Your best interests at heart
Our financial planner, Marc Hirtle, CFP®, is approachable, genuine, and has deep industry expertise, including over 18 years as a senior account executive at Fidelity Investments. In 2015, Marc realized he could do even more for clients by joining his wife, Mary Hirtle, CPA, in a joint business venture.
At Meridian Financial Services, Marc has a fiduciary responsibility to offer you the best investment to suit your needs. That's something you're not always guaranteed when you work with the big name financial service corporations. However, when you partner with Marc, you can trust that you’ll receive genuine and expert financial guidance that considers your investments from all angles—and takes tax implications into account too.
When you work with Marc Hirtle, you can expect:
For a schedule of our fees, click here.
Time savings and reduced stress
Managing your own finances and even working with corporate financial advisors can feel stressful. Marc makes it simple and hassle-free. He can take administrative tasks, research, and financial monitoring off your plate.
Goal setting
Marc will help you define your financial goals and make a plan for achieving them—whether it’s saving for retirement, purchasing a vacation home, or something else, Marc will get you on track.
A financial assessment
Our team will look at your current portfolio and assets to analyze your financial situation, including income, expenses, and liabilities. Then we’ll make recommendations to optimize your wealth.
Insurance solutions
If you’re in need of changing your insurance, whether it is life, home, or another insurance solution, Marc can offer the best coverage options and help streamline the enrollment process so it's easy and fast.
Personalized, expert recommendations
Marc Hirtle has nearly 30 years of experience leading his clients to financial success—and increased wealth. Not only that, but he partners with Mary Hirtle to offer tax strategies to optimize wealth.
Financial accountability
Marc Hirtle is your partner in your financial success—whether you’re interested in a short-term or long-term financial planning solution. He can provide accountability and discipline so you stay committed to your financial goals.
Ready to set up a consultation?
We’d love to meet you and learn how we can help guide you.