Matthew Brandeburg is a CFP-designated registered investment advisor at Meridian Wealth Management, LLC, based in Dublin, OH, with 9 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Meridian Wealth Management does not manage client investments directly. They provide investment planning advice as part of their financial planning services, which may include recommendations for mutual funds and ETFs. Clients implement investment recommendations themselves or through a third-party investment manager.
Location
6605 Longshore Street, Suite 240, Dublin, OH, 43017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Matthew publishes books through Coventry House Publishing, LLC, dedicating about 10-20% of his time to this activity. This activity is not investment related.
Employment History
Current Registrations
Meridian Wealth Management, LLC
Previous Registrations
John E. Sestina and Company
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.