Meridian Planning

About

Meridian Planning is ranked #16 of 31 in financial advisor software on Inferse. There is no free plan. A free trial is offered. Paid plans start at $49/mo.

Compared on financial advisor software

Free plan

Nomeridianplanning.app

Financial planning

Yesmeridianplanning.app

Billing and invoicing

Yesmeridianplanning.app

Facts

Product

Meridian describes itself as a practice management platform for financial advisors who also do tax.meridianplanning.app · 4 Oct 2026

Tax workflow

The tax module has an 8-stage workflow pipeline for every return type.meridianplanning.app · 4 Oct 2026

Advisory management

The advisory module connects subscription tiers, meeting cadence, billing, and deliverables.meridianplanning.app · 4 Oct 2026

Retirement income

The retirement income module includes Monte Carlo simulations, a Social Security optimizer, and bucket planning.meridianplanning.app · 4 Oct 2026

Included modules

The page names six modules—Retirement, Business, Tax, Cash Value, Presenter, and Estate—and says all six are included in every plan.meridianplanning.app · 4 Oct 2026

Intended users

The product is built for financial advisors who also do tax.meridianplanning.app · 4 Oct 2026

Founder experience

The page says Meridian was designed by Sharon Griffin, described as having 45+ years in financial services and 12+ years in financial advisory.meridianplanning.app · 4 Oct 2026

Cancellation

The pricing section says customers can cancel anytime.meridianplanning.app · 4 Oct 2026

Support

The Small Practice plan includes priority support.meridianplanning.app · 4 Oct 2026

Onboarding

The Enterprise plan includes custom onboarding.meridianplanning.app · 4 Oct 2026

Company

The page identifies the company as Meridian Planning App LLC and says it was built by Sharon Griffin and Brittany St Julian.meridianplanning.app · 4 Oct 2026

Where it ranks on Inferse

• Best Financial Advisor Software in 2026#16 of 31

Sources

• meridianplanning.app· checked 4 Oct 2026