It all starts with a great relationship

Financial Planning

Financial planning for individuals, couples, and families

Accounting

All-in-one accounting services for seed and early-stage startups

Down to earth. Dependable. Diligent.

We’re not your typical financial planning and accounting firm. We’re approachable, lively, and place a high priority on client relationships. We take time to get to know you and understand your lifestyle and goals—whether you’re planning your retirement, pursuing lifelong dreams, or getting your startup off the ground.

Two sides of the business, one shared goal

Meridian Financial Services is led by a husband and wife duo who’s been in the business for nearly 30 years. Marc Hirtle, CFP®, manages the financial planning side of the business, while Mary Hirtle, CPA, MBA, focuses on accounting for early stage startups, as well as white glove services for high net worth individuals. Together, they have a shared vision for helping busy professionals and entrepreneurs organize, plan, and reach their financial goals. 

What We Do

Individuals, Couples, and Families

  • Our in-house CFP®, Marc Hirtle, has been a trusted financial advisor for nearly three decades. He partners with clients to help them achieve their financial goals, both immediate and long-term, and maximize their retirement savings and other investments.

  • Mary Hirtle, CPA, and our team of personal bookkeeping experts offers a white glove approach to handling your financial needs. Often used by high-net worth individuals, we take on the burden of bills and personal finance—so you can focus on other priorities.

Seed and Early-Stage Startups

  • The success of your startup depends on timely and accurate financial data. We offer a range of professionals to augment your team, from staff accountants to  financial controllers, who can oversee your business’s day-to-day financial operations.

    It's our goal to help your startup succeed. That’s why we offer financial guidance to pre-seed, seed, and early stage startups who are ready to take off, but not yet able to hire an in-house financial expert.

    As an entrepreneur, you have a lot to do, but limited time. We can assign a bookkeeper to your startup who can help you record expenses, pay bills, send invoices, and much more.

  • As your business grows, so does your staff. Let us take on the burden of payroll, so you can focus on other aspects of your business. We can help calculate employees’ pay, and distribute and deposit checks. When the time is right, you’ll need to offer health insurance and other benefits to your employees. We’ll connect you with a preferred insurance broker who will secure the best insurance for your startup—at the right price.

Gain greater financial clarity. 

Contact us today to see your financial future clearly. We’ll help you understand your assets, how they can work for you, and the exciting road ahead.