Meridian Wealth Advisors - Winter Park (FL)

5 /5 Michael Hawkes: Awesome customer service. Mark Midkiff has been more than an advisor but a true friend. I highly recommend their services. I never feel rushed, they always spend the time I need to feel comfortable. Well done Mark and team

5 /5 Dena: Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly Professional Financial Advisor. Mark has this and more. He is exceptional in helping me maintain and grow my Roth IRA. Hes knowledgeable, trustworthy, and always put my best interests first. He is always available to answer questions and provide valuable insights. Mark has completely restored my faith in financial planning with his professionalism and commitment to service.Your proactive approach to managing my portfolio has given me great peace of mind. Anyone looking for a reliable and dedicated financial advisor, Mark Midkiff is your guy. He does great work and would highly recommend his expertise.

5 /5 Rod Lemmo: I used their service (through Adam Babb) to help me facilitate yearly withdrawals from our IRAs to Roth Accounts- while staying in the lowest tax bracket. Adam built me a computer ap to take into account: current income and the amount I could withdraw staying below the next Tax Bracket. I thoroughly enjoyed working with him and the tool is invaluable. I will use their services again.

5 /5 Eman B: Mark has been the best with helping me manage my pension and Roth accounts. I couldnt ask for a better financial advisor. I am very satisfied with the gains within my retirement savings plans. Meridian Wealth Advisors are truly exceptional when it comes to financial wealth. From the moment I began working with them, I felt a genuine commitment to my financial well-being. I mean I could really go on and on about their knowledge and professionalism. Mark really goes the extra mile to ensure that I am informed and confident in my financial decisions. He took the time to understand my unique financial goals and tailor advice to my liking. The strategies he offered have genuinely made a difference in my financial planning. His personalized approach and experience set him well beyond other financial advisory firms. I highly recommend Meridian Wealth Advisors to anyone seeking a trustworthy and dedicated financial advisor. They have absolutely earned my trust, and I am confident that they can help others achieve their financial dreams as well.

5 /5 Scott DelGrosso: Like many people, I tinkered around with managing my 401k myself for many years, with little overall success. I eventually payed to have Fidelity "manage" my account, and to be honest I think it was doing better when I was doing it. I knew I had to change something, so I did some research and found Mark online, scheduled a meeting with him and got to know what he was about. Fast forward to today, I have been working with Mr. Midkiff going on 3 years now and I am very satisfied with what he has done to build my portfolio. He is very easygoing and takes the time to explain things as we make adjustments to investments over time. He knows what he is doing and my accounts have improved more than I ever expected. My only regret is that I didnt start working with him sooner. Thanks Mark!