Select Page
  • Working Together On Life's What Ifs
  • Working Together On Life's What Ifs

Tanya R. Mathews, CFP®

Dave-Hansen_web

Tanya R. Mathews, CFP®

Founding Partner
– Meridian Wealth Management

Registered Securities Principal
– LPL Financial

Professional Experience

Co-founder and Managing Partner of Meridian Wealth Management, Tanya Mathews is a knowledgeable professional and CERTIFIED FINANCIAL PLANNER™ practitioner with nearly 20 years’ experience in the field with large investment firms such as Janus and Wells Fargo. Known for highly personalized service and objective investment guidance, she uses asset class diversification and retirement income strategies that seek to help individuals and families build, manage and preserve wealth.

Professional Designations and Registrations

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Registered Securities Principal* (Series 24)
  • Investment Advisor Representative with Meridian Wealth Management (Series 65)
  • General Securities Representative* (Series 7)
  • Uniform Securities Agent State Law* (Series 63)
  • Licensed Life/Health Insurance Producer
  • Certified in Long Term Care Planning

* Securities registrations held through LPL Financial

Professional and Social Affiliations

  • Financial Planning Association (Member)
  • Smith College Club of Colorado Board of Directors (Treasurer)
  • Boulder County AIDS Project Board of Directors (Member)

Personal Interests

Tanya lives in Denver, CO. She enjoys traveling, biking, hiking, skiing, the opera and eating great food and spending quality time with friends and family.

With a 360-degree perspective, I help clients to anticipate and prepare for life’s events by skillfully managing investments and portfolio risk with the goal to grow and preserve wealth.

– Tanya R. Mathews, CFP®

Tanya R. Mathews, CFP®

Tanya R. Mathews, CFP®

Founding Partner
– Meridian Wealth Management

Registered Securities Principal
– LPL Financial

Professional Experience

Co-founder and Managing Partner of Meridian Wealth Management, Tanya Mathews is a knowledgeable professional and CERTIFIED FINANCIAL PLANNER™ practitioner with nearly 20 years’ experience in the field with large investment firms such as Janus and Wells Fargo. Known for highly personalized service and unbiased investment guidance, she uses asset class diversification and retirement income strategies that seek to help individuals and families build, manage and preserve wealth.

Professional Designations and Registrations

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Registered Securities Principal* (Series 24)
  • Investment Advisor Representative with Meridian Wealth Management (Series 65)
  • General Securities Representative* (Series 7)
  • Uniform Securities Agent State Law* (Series 63)
  • Licensed Life/Health Insurance Producer
  • Certified in Long Term Care Planning

* Securities registrations held through LPL Financial

Professional and Social Affiliations

  • Financial Planning Association (Member)
  • Smith College Club of Colorado Board of Directors (Treasurer)
  • Boulder County AIDS Project Board of Directors (Member)

Personal Interests

Tanya lives in Denver, CO. She enjoys traveling, biking, hiking, skiing, the opera and eating great food and spending quality time with friends and family.

With a 360-degree perspective, I help clients to anticipate and prepare for life’s events by skillfully managing investments and portfolio risk with the goal to grow and preserve wealth.

– Tanya R. Mathews, CFP®

emailicon