“Georgia Bruggeman, CFP founded Meridian Financial Advisors, LLC in 1990 to provide conflict free financial planning and portfolio management services to individuals, families and small businesses.”

Meridian Financial Advisors, LLC

Job Title:



Georgia and Rich Bruggeman founded Meridian Financial Advisors, LLC in 1990 to provide truly fee-only advice and guidance without any conflicts of interest that accompany commission sales. Meridian Financial Advisors, LLC is a comprehensive financial planning and investment management firm. They have been providing financial planning services to individuals, families and small businesses since 1990 in a fiduciary capacity. While they advise their clients on insurance needs, taxes, retirement planning, estate planning, education funding and Long Term Care they specialize in portfolio management and securities analysis.

Georgia and her team give one on one attention to each of their clients and develop plans that consider their clients' specific time horizon, risk tolerance and stated goals. They take a comprehensive approach to their clients' finances because a decision in one area will affect the rest of the plan. As a financial planner, Georgia is often compared with the quarterback who not only is an integral part of the game but who depends on everyone else on the team working together.

In addition to holding the CFP® designation, Georgia is a registered investment advisor and earned her MBA in Finance from Babson College and has passed Levels I and II of the CFA program. Georgia is a member of the Financial Planning Association, CFA Institute and the National Association of Personal Financial Advisors (NAPFA).

Georgia and Rich live in Sherborn with their 2 sons, and also spend time in Cape Cod near their alternate N. Eastham office.


MBA, Babson College
BS, Business Administration, Skidmore College

Assets Under Management:

$85 million

Fee Structure:


CRD Number:


All Articles
Sort By:
Most Helpful
2 days ago
May 2017

All Answers
Sort By:
Most Helpful
    Personal Finance, Investing, Stocks
What put option strategies can I use to capitalize on a market downturn?
100% of people found this answer helpful

You want to buy S&P 500 put options.  Depending on the amount of money you have you could buy several put options with different srike prices and expiration dates.  If you purchased a put with a strike price of 240 then every point below 240 that the s&P 500 drops you would earn money.  If the market does not turn down and you do not exercise your options then you will lose the amount of money you paid for the put options only.

July 2017
    Investing, Asset Allocation, Bonds / Fixed Income
Is there a place for junk bonds in my portfolio?
100% of people found this answer helpful
July 2017
    401(k), IRAs, Stocks
How can I take advantage of an NUA with my company stock?
100% of people found this answer helpful
May 2017
    Debt, Real Estate
Should I pay off my mortgage in large installments or all at once?
100% of people found this answer helpful
May 2017
    Debt, IRAs, Taxes
I'm 73 and I want to take out my traditional IRA for $14,000 dollars to pay off my charge cards. I do not have any other income except for SS. How much tax will I owe?
100% of people found this answer helpful
April 2017