Marcus Whitfield

If your goals for the next twenty years are to…

Grow wealth

Meaningfully, not just on paper

Protect what you've built

Against risk you didn't see coming

Retire on your terms

Not whatever's left over

Leave a legacy

That actually reaches the people you intend

...that's exactly what Marcus Whitfield is here to help you do.

A principal-led wealth practice designed by Marcus Whitfield across three decades of markets. Built to help you grow your wealth deliberately, protect it relentlessly, and pass it on cleanly.

An independent advisor’s discipline, now available to you.

For 32 years, Marcus Whitfield has built one of the most respected independent wealth practices in the country. Meridian makes that same process, the same discipline, the same standard, direct and available to a wider group of clients who take their long-term wealth seriously.

Years of experience

M+

Assets advised

M+

Assets advised

M+

Assets advised

+

Families served

+

Families served

+

Families served

I've spent three decades watching people make financial decisions that were entirely avoidable. That's why the best advice is the advice you get before the mistake, not after it. Now we finally have the tools to show you exactly where you stand.

“I’ve spent three decades watching people make financial decisions that were entirely avoidable. Meridian exists because the best advice is the advice you get before the mistake, not after it. Now we finally have the tools to show you exactly where you stand.”

— Marcus Whitfield

Most platforms start with a product. We start with the plan.

Every client is assessed and advised by Marcus Whitfield personally, not a model or a call queue.

Interpreted

By an advisor with three decades of experience in the market

Interpreted

By an advisor with three decades of experience in the market

Interpreted

By an advisor with three decades of experience in the market

Explained

In plain English, not jargon you need a translator to understand

Explained

In plain English, not jargon you need a translator to understand

Explained

In plain English, not jargon you need a translator to understand

Translated

Into a clear, prioritized plan you can actually act on right away

Translated

Into a clear, prioritized plan you can actually act on right away

Translated

Into a clear, prioritized plan you can actually act on right away

So you know exactly what to do next.

The 70/20/10 framework

Marcus Whitfield’s allocation framework, refined across three decades of markets.

Foundational Growth

The core of how your wealth compounds over time. Diversified, low-cost, and disciplined. Most of your plan lives here.

Risk Management

Deployed precisely when protection matters, and genuinely needed, not before.

Opportunistic Allocation

Selected for your goals, your timeline, and your risk profile, not off the shelf.

Marcus Whitfield’s framework

70%

Foundational Growth

20%

Risk Management

10%

Opportunistic Allocation

Marcus Whitfield’s framework

70%

Foundational Growth

20%

Risk Management

10%

Opportunistic Allocation

Marcus Whitfield’s framework

70%

20%

10%

Every plan is Marcus Whitfield’s. Every plan is yours.

Book a Call

Institutional-grade analysis, designed for your life.

Every assessment is reviewed personally by Marcus, using the same research and reporting standards used across the industry's top wealth practices, to provide:

Access to research across every major asset class

In-person, remote, or advisor-led review

Institutional-grade reporting, not retail dashboards

What your assessment covers

A specialist-grade review of the factors that determine how long, and how well, your wealth lasts, extending insight across 50+ metrics including:

Cash flow visibility

Tax efficiency review

Risk exposure analysis

Retirement readiness

Estate readiness planning

Additional modeling and reporting included where appropriate, not a one-size-fits-all approach to planning.

What do you actually receive in return?

A complete, structured view of your finances, and a clear plan to improve it, built around your goals, reviewed personally by Marcus, and adjusted as your life changes.

A clear picture of your current financial position

Identification of your key risks and blind spots

A personalized roadmap, based on your goals

Ongoing guidance on what to do and when

Book a Call

Trusted by those who demand the best

I spent years making financial decisions on my own that, looking back, were entirely avoidable. Working with Marcus changed that completely. He doesn’t wait for you to make the mistake, he shows you exactly where you stand before it happens. It’s the first time I’ve actually understood my own finances.

Richard Ashcombe

I spent years making financial decisions on my own that, looking back, were entirely avoidable. Working with Marcus changed that completely. He doesn’t wait for you to make the mistake, he shows you exactly where you stand before it happens. It’s the first time I’ve actually understood my own finances.

Richard Ashcombe

Marcus has been my advisor for over two decades. His approach is methodical, thoughtful, and highly professional, an exceptional ability to integrate long-term relationships with current market knowledge.

Eleanor Fairweather

Marcus has been my advisor for over two decades. His approach is methodical, thoughtful, and highly professional, an exceptional ability to integrate long-term relationships with current market knowledge.

Eleanor Fairweather

Everything you need to know about Marcus Whitfield

How is Marcus Whitfield different?

Where does Marcus Whitfield work with clients?

How much will it cost?

Who does Marcus Whitfield work with?

Exactly how does the process work?

New client places open for 2027.

A limited number of seats, reviewed personally by Marcus.

Marcus Whitfield is accepting a limited number of new clients for early 2027. Every plan is built, reviewed, and managed by Marcus directly, so availability is intentionally capped to protect that level of attention. Book a call to discuss your situation and find out if there's a place available.

Book a Call

A wealthier life, with more of it yours

A wealthier life, with more of it yours

A wealthier life, with more of it yours

32

$900M+

If your goals for the next twenty years are to…

If your goals for the next twenty years are to…

Grow wealth

Protect what you've built

Retire on your terms

Leave a legacy

...that's exactly what Marcus Whitfield is here to help you do.

An independent advisor’s discipline, now available to you.

An independent advisor’s discipline, now available to you.

M+

M+

M+

+

+

+

Most platforms start with a product. We start with the plan.

Most platforms start with a product. We start with the plan.

Interpreted

Interpreted

Interpreted

Explained

Explained

Explained

Translated

Translated

Translated

So you know exactly what to do next.

The 70/20/10 framework

The 70/20/10 framework

Foundational Growth

Risk Management

Risk Management

Opportunistic Allocation

Opportunistic Allocation

Every plan is Marcus Whitfield’s. Every plan is yours.

Every plan is Marcus Whitfield’s. Every plan is yours.

Institutional-grade analysis, designed for your life.

Institutional-grade analysis, designed for your life.

Access to research across every major asset class

Access to research across every major asset class

Access to research across every major asset class

In-person, remote, or advisor-led review

In-person, remote, or advisor-led review

In-person, remote, or advisor-led review

Institutional-grade reporting, not retail dashboards

Institutional-grade reporting, not retail dashboards

Institutional-grade reporting, not retail dashboards

What your assessment covers

What your assessment covers

What your assessment covers

Cash flow visibility

Cash flow visibility

Cash flow visibility

Tax efficiency review

Tax efficiency review

Tax efficiency review

Risk exposure analysis

Risk exposure analysis

Risk exposure analysis

Retirement readiness

Retirement readiness

Retirement readiness

Estate readiness planning

Estate readiness planning

Estate readiness planning

Additional modeling and reporting included where appropriate, not a one-size-fits-all approach to planning.

Additional modeling and reporting included where appropriate, not a one-size-fits-all approach to planning.

Additional modeling and reporting included where appropriate, not a one-size-fits-all approach to planning.

What do you actually receive in return?

What do you actually receive in return?

What do you actually receive in return?

Trusted by those who demand the best

Trusted by those who demand the best

Marcus has been my advisor for over two decades. His approach is methodical, thoughtful, and highly professional, an exceptional ability to integrate long-term relationships with current market knowledge.

Marcus has been my advisor for over two decades. His approach is methodical, thoughtful, and highly professional, an exceptional ability to integrate long-term relationships with current market knowledge.