Meridian Financial Associates is a financial planner in Wilkes-Barre, PA, serving individuals, families, and business owners through specialized services in asset protection strategies, retirement planning, investment advice and wealth management, estate planning, business strategy, and executive and group benefits. The firm focuses on protecting clients’ income, the most valuable financial resource they possess, by identifying and mitigating financial threats such as lawsuits, job loss, disability, and inflation. Their approach emphasizes practical strategies, values-aligned planning, and long-term financial freedom, enabling clients to retire with confidence and leave a meaningful legacy. Based in Suite 203 at 1140 PA-315, the firm serves clients across Northeastern Pennsylvania with a commitment to holistic, personalized financial guidance.
The firm was founded by Brian Dougher, Ian Hastings, Chris Foder, and Nick Zapoticky, who previously worked together at First Financial Group, one of the largest privately owned financial planning firms in the country. Each partner brought distinct expertise, ranging from high-net-worth and business owner planning to retirement strategy and corporate structure, to create a practice built on collaboration, specialization, and shared values. Their integrated approach combines deep experience with a focus on behavior management, tax-efficient portfolio construction, and low-cost investment implementation. The firm emphasizes clarity, communication, and long-term alignment, helping clients navigate complex financial decisions with confidence.
Meridian Financial Associates maintains a strong digital presence, with a well-optimized website that search engines read cleanly, enhancing its visibility in local and specialized financial searches. This technical strength supports consistent access for clients seeking financial guidance in Wilkes-Barre and surrounding communities.
By blending specialized expertise with a client-centered philosophy, Meridian Financial Associates stands as a trusted partner for individuals and business leaders in Wilkes-Barre striving to secure their financial future and build lasting legacies.