Capital Financial Partners, a private wealth management firm based in Baltimore, announced a partnership with Meridian Tax Advisory, a newly established tax planning and advisory practice designed to provide comprehensive tax services to clients and the broader community.
As part of the partnership, Capital Financial Partners partners Todd Evans and Ryan Salah will hold ownership interests in Meridian Tax Advisory, underscoring the firms’ shared focus on integrated, client-centered financial planning.
Through the relationship, Capital Financial Partners clients will gain access to dedicated tax planning and advisory services that are coordinated with existing investment management, retirement planning, and estate planning strategies. Meridian Tax Advisory will operate as a separate practice while maintaining close alignment with Capital Financial Partners’ planning philosophy and service approach.
The partnership expands Capital Financial Partners’ capabilities in areas including tax efficiency, business planning, legacy strategies, wealth transfer planning, business succession planning, entity structuring, and collaboration with legal and accounting professionals. Meridian Tax Advisory will serve individuals, families, and business owners seeking proactive, year-round tax guidance aligned with broader financial objectives.
Capital Financial Partners currently manages approximately $300 million in assets on behalf of 270 families and provides services including investment management, financial planning, retirement plan consulting, risk management, estate planning coordination, tax planning coordination, and business succession planning.
KEY QUOTE:
“Tax planning is one of the most consequential and often underserved areas of a comprehensive financial plan. Through our partnership with Meridian Tax Advisory, we’re able to bring that expertise directly into our clients’ financial lives, not as an afterthought, but as a core part of how we plan.”
Todd Evans, Partner, Capital Financial Partners
