Meridian is accepting a limited number of founding advisors. If this resonates with how you think about your practice — or how you want to — we'd like to hear from you.
This short application helps us understand whether Meridian is a good fit for your practice, your client experience, and the founding member cohort.
Step 1 of 4
About you
A few starting details so we know who we're hearing from.
Step 2 of 4
Your practice
A little context about your practice and client work.
Step 3 of 4
Your process
A little more about how you work, and what you're hoping Meridian can help improve.
Step 4 of 4
One last thing
One last thing before you submit.
Founding membership is intentionally limited. After reviewing your application, I'll follow up personally if there appears to be a strong fit between Meridian and the way you want to serve clients.
Founding members receive the evolving Meridian system, early access to new tools, and direct input into what gets built next — shaped around advisors who want to make early client conversations feel clearer, more human, and easier to act on.
Pricing and structure will be discussed during the fit conversation — after we've had a chance to confirm this is the right match for your practice.
Optional. We'll follow up either way.
Thank you for your interest in Meridian. We'll follow up within a few days to confirm your founding membership and answer any questions.
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