Wealth Advisor Website Design, Built & Hosted for $99/mo

Portfolio Management

Custom-built portfolios using direct indexing, factor tilts, and tax-loss harvesting. Rebalanced systematically, monitored daily.

Estate & Trust Coordination

We coordinate with your estate attorney to build trust structures that minimize transfer taxes, protect assets, and pass wealth across generations.

Tax-Advantaged Investing

Roth conversions, Mega Backdoor Roths, qualified opportunity zones, 1031 exchanges, NUA strategies for company stock.

Retirement Income Planning

How do you actually live off your portfolio? We model Social Security timing, Roth conversions, pension elections, withdrawal sequencing.

Risk & Insurance Review

Independent insurance review — life, disability, LTC, umbrella. Fee-only, so we don't sell policies. We tell you what you actually need.

Business Owner Strategies

If your business is your largest asset, we plan around the exit. Pre-sale tax, succession, ESOP, QSBS, post-sale integration.

Fiduciary advisors who hold the same investments as their clients.

Meridian Wealth Partners was founded in 2008 by three former private-bank advisors who left the brokerage world after watching colleagues sell products to hit quotas. We're fee-only — paid by clients, not by funds.

We are experts in this field

When the lovely valley teems with mist above, and the meridian sun strikes the upper surface of the impenetrable foliage.

Pre-IPO Tech Executive

NUA strategy + 5-year Roth conversion ladder during sabbatical. Saved $4.2M lifetime taxes vs default sell-and-reinvest.

Multi-Gen Family Wealth

Dynasty trust + family LLC + annual gifting. Reduced projected estate tax by $8.6M, preserved $14M for grandchildren.

Founder Exit Planning

3-year pre-sale strategy. QSBS exemption + CRT + installment sale; client kept 31% more vs default exit.

Early Retirement Plan

55-year-old couple with $4.2M. Sequenced Social Security, Roth conversions, withdrawal order. 95% Monte Carlo confidence.

Add this form to it

• Embed the exact form shown above on your existing site with one script snippet, styled to match your brand.
• Works with WordPress, Wix, Squarespace, Shopify, or plain HTML — paste the code and it's live.
• Log into your MeritsOnly dashboard to see every lead the moment it comes in, filter by status, form, channel, or score, and manage follow-up.

Get one built, hosted, and ready to capture leads

• This wealth advisor site is a real example of MeritsOnly's website development and hosting service — not a downloadable theme or a do-it-yourself builder kit.
• Our team designs, builds, and hosts the entire site for you, with your own custom domain and SSL included.
• The same lead-capture form and dashboard from the first option comes built in from day one.

Can I add this form to a website I already have?

Yes. Copy one embed snippet from your MeritsOnly dashboard and paste it into WordPress, Wix, Squarespace, Shopify, or any plain HTML page. No rebuild, no developer needed.

What can I do from the MeritsOnly dashboard?

See every lead as it arrives, filter by status, form, channel, or lead score, and manage follow-up — all from one login, whether the form lives on your own site or on a MeritsOnly-hosted one.

Is website hosting included?

Yes, for the built-for-you option. Hosting, a custom domain, and SSL are included in every plan — there's nothing extra to buy or set up with a separate hosting provider.

Do I need to build or maintain the site myself?

No. Unlike self-serve website builders, our team handles the design, development, and ongoing hosting. You approve the site; we build and maintain it.

How much does a wealth advisor website like this cost?

Plans start at $99/month with no separate design fee. That covers hosting, your domain, and the smart lead-capture form shown above.

How long does it take to launch?

Most wealth advisor websites like this one go live in 4–7 days from when we start building. Adding the form to an existing site is faster — typically same-day.