Meridian Financial Advisory: Joshua Henry, CFP®, CIMA®

Meridian Financial Advisory: Joshua Henry, CFP®, CIMA® is a financial planner in Murrells Inlet, SC. The firm provides personalized investment solutions designed to help clients achieve their financial goals. Their services include investment management, retirement and financial planning, and tax management and retirement distribution planning. The firm was recognized as an award recipient in the 2025 Best of SC Awards in the Financial Advisors category.

The firm focuses on a multi-dimensional approach to wealth management. Their investment management strategy emphasizes protecting capital through consistency of returns and downside risk management by diversifying across asset classes and strategies, which often includes non-publicly traded investments. In the area of retirement and financial planning, they utilize "what if" scenarios to help clients navigate complex life changes. Additionally, the firm specializes in tax management and retirement distribution planning, working alongside accountants to review tax returns for potential savings and developing phased strategies for efficient distributions from tax-deferred accounts such as IRAs and 401(k)s.

Meridian Financial Advisory is located on Parker Bay Drive in Murrells Inlet.

The business maintains thorough, well-documented information available online and possesses a well-optimized website that search engines read cleanly.

Meridian Financial Advisory provides expert, detailed financial planning and investment management to help residents of Murrells Inlet find their road to financial freedom.

Services:

• Investment Management
• Retirement Distribution Planning
• Retirement and Financial Planning
• Tax Management