Capital Financial Partners Launches Partnership with Meridian Tax Advisory, LLC — Bringing Integrated Tax and Advisory Services to Clients

This new partnership expands the firm's capabilities to include dedicated tax planning and advisory services for individuals, families, and business owners.

BALTIMORE--(BUSINESS WIRE)--Capital Financial Partners, LLC, a private wealth management firm based in Baltimore, today announced the launch of a partnership with Meridian Tax Advisory, LLC, a tax planning and advisory practice established to deliver comprehensive tax services to clients and the broader community. Todd Evans and Ryan Salah, partners at Capital Financial Partners, will hold ownership interests in Meridian Tax Advisory, reflecting the firms' shared commitment to integrated, client-centered planning.

Through this partnership, clients of Capital Financial Partners will gain access to dedicated tax counsel and strategic advisory support — services designed to work in close coordination with their existing investment management, retirement, and estate planning strategies. Meridian Tax Advisory operates as a distinct practice while working in deep alignment with Capital Financial Partners' planning philosophy and client service model.

The partnership reflects Capital Financial Partners' ongoing commitment to helping clients address the full scope of their financial lives — including tax efficiency, business planning, legacy strategies, and wealth transfer — in a more streamlined and coordinated manner.

"Tax planning is one of the most consequential and often underserved areas of a comprehensive financial plan. Through our partnership with Meridian Tax Advisory, we're able to bring that expertise directly into our clients' financial lives — not as an afterthought, but as a core part of how we plan."

— Todd Evans, Partner, Capital Financial Partners, LLC

Meridian Tax Advisory serves individuals, families, and business owners seeking proactive, year-round tax planning that is aligned with their broader financial goals, investment positioning, beneficiary structures, and long-term wealth objectives. The practice also supports business succession planning, entity structuring, and coordination with outside legal and accounting professionals as appropriate.

Capital Financial Partners currently manages approximately $300 million in assets for 270 families and specializes in investment management, financial planning, retirement plan consulting, risk management, estate and tax planning coordination, and business succession planning.