Meridian Financial LLC

The partner behind your peace of mind

Comprehensive family office services tailored for discerning families and individuals who value clarity, confidence and personal connection in their financial lives.

About Us

Orchestrating the details

Meridian Financial is a boutique multi-family office designed to quietly manage the complexity of your personal situation. We serve as your central point of coordination—working closely with your other advisors, accountants, attorneys, and other professionals to ensure everything functions smoothly, securely and in sync.

Founded in 2018, we focus on addressing your current pain points that are often overlooked by traditional advisors, from daily financial management to special projects and life events, while keeping what is working. Our discreet, highly personalized service model is built around deep relationships and consistent, behind-the-scenes support. The result: greater clarity, more confidence, and the freedom to focus on what matters most.

What makes us different

We’re different by design—unlike many multi-family offices, we are not a subsidiary of a wealth manager or accounting practice. We don’t offer tax or investment advice. Because family office services are all we do, we can focus fully on being a more objective, coordinated partner to you working with your other trusted advisors.

OUR Services

Specialized services for life's transitions

We provide expert guidance and hands-on support during life’s significant financial transitions and ongoing personal needs.

Planning

We help you think ahead with multi-generational financial planning, detailed cash flow modeling, and strategies that align with your goals across real estate, philanthropy, taxes, and succession. We work with your family to help them understand the plan, while building confidence and capacity for its implementation.

Reporting

We deliver clear reporting on complex investments with our proprietary system that tracks net worth, aggregate asset allocation, investment performance, and cash flow so you always have a current, complete view of the balance sheet and how it is changing.

Ongoing management

We take care of the day-to-day—from bill payments and vendor oversight to bookkeeping and records—ensuring your financial operations run smoothly and nothing falls through the cracks.

Special projects

We manage complex, one-time needs like estate transitions, capital projects, residence relocations, real estate deals, and even aircraft purchases, providing expertise, oversight and execution when life gets complicated.

CORE VALUES

At Meridian, you’re at the center of everything we do.

Our approach is built on three foundational principles that ensure you receive exceptional, personalized service:

Clarity

We help you see the full picture. From detailed cash flow forecasting to personalized reporting and asset tracking, we bring structure and visibility to your financial life—so you can make decisions with greater certainty.

Confidence

With strict internal controls and hands-on familiarity with your accounts, we ensure every transaction reflects your intentions. Our systems and oversight give you peace of mind that your financial operations are responsive and secure.

Connection

We work closely with you and your existing advisors as an integrated, behind-the-scenes partner. Our relationships are built on trust, transparency, and a commitment to deeply personalized service that evolves with your life.

MEET OUR TEAM

Experienced professionals dedicated to excellence

Our team brings specialized expertise and a commitment to discretionary, high-quality service with integrity and personalized attention.

Stephanie Avakian

Stephanie has over 14 years of experience with family office accounting and personal services to high net worth families. She holds an MA in accounting from Golden Gate University and a BA in international economics from Seattle University.

Marco Barajas

Marco has 5 years of experience in both private and public accounting, with the last two years focused on family office accounting. He holds a BSBA in accounting from the University of San Francisco.

Jonathan Tunney

Jono has 25 years of experience in global economic analysis, asset allocation, portfolio design and risk management. He holds an MBA in finance from the Anderson School at UCLA, a BA in economics and political science from Stanford University, and the Chartered Financial Analyst designation.

Daniel Krebs

Dan has 20 years of business and investing experience with an emphasis on family office structuring, alternative investment classes, and portfolio construction. He holds an MBA from the Harvard Business School and a MCP and SB from the Massachusetts Institute of Technology.

Elizabeth Parkinson

Liz has over 20 years of experience in project and vendor management working with Fortune 500 companies and high net worth individuals. She holds a BA in English and American literature from Brown University.

Naharu Staples

Naharu has over ten years of experience in private and public accounting, with the last five focused on servicing family office clients. She holds an MA in accounting from Golden Gate University, a BA in sociology from UC Santa Cruz and the Certified Public Accountant designation.

CONTACT

Ready when you are

Whether you're looking for ongoing support or help with a specific need, we’re here to simplify the complex. Share a few details and we’ll follow up—or book a time directly that works for you.

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Schedule a 30 min call with one of our representatives.

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