Skip to main content
Meridian Financial Group
menu
  • Home
  • About
    • About Us
    • Meet Our Team
    • Who We Serve
    • Our Process
  • Services
    • Financial Planning
    • Investment Planning
    • Retirement Planning
    • Small Business Retirement Plans
    • Estate Planning
  • Resources
    • Financial Calculators
    • Blog
  • Contact

Blog

Two people working at a table in an office using a calculator.
Meridian Financial Group | Feb 15, 2025

7 Effective Tax Optimization Strategies for High-Net-Worth Individuals

Tax Planning
Investments
Retirement
Estate Planning
Real Estate
What does it take to minimize your tax bill, not just this year but in the years to come?
Read More
Old woman wife consoling and hugging sad husband
Meridian Financial Group | Feb 15, 2025

5 Major Retirement Regrets (That Are NOT Inevitable & How to Avoid Them)

Retirement
Many of us look at finances and health when we’re deciding when to retire.
Read More
A business person in an open office working on a laptop.
Meridian Financial Group | Feb 15, 2025

How Hindsight Bias Hurts Investors

Investments
How many of your financial choices are based purely on logic?
Read More

Gain clarity and confidence in your financial future with personalized guidance and strategic investment solutions tailored to your goals.

Contact Us

Get in Touch

4120 Southeast International Way
Suite A209
Milwaukie, OR  97222

Stephen L. Schmidt:
(503) 235-8191
steve@mfg-nw.net

Jeffrey Vass:
(503) 235-8174
jeff@mfg-nw.net

Follow Us

LinkedIn

Quick Links

About Us
Meet Our Team
Who We Serve
Our Process
Blog

Our Services

Financial Planning
Investment Planning
Retirement Planning
Small Business Retirement Plans
Estate Planning


Securities offered through LPL Financial. Member FINRA / SIPC Investment advice offered through Meridian Financial Group, Inc., a registered investment advisor and separate entity from LPL Financial. 

The LPL Financial Registered Representative/s associated with this site may only discuss and/or transact business with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state

LPL Form CRS


© 2025 Meridian Financial Group, Inc. All rights reserved.