Capital Financial Partners, Meridian Tax Advisory Join Forces to Bolster Tax Services

Baltimore-based Capital Financial Partners, a private wealth management firm, has partnered with Meridian Tax Advisory, a tax planning and advisory practice, to broaden its tax services to clients. 

Through the partnership, Capital Financial Partners’ clients will gain access to tax and advisory support, with services spanning investment management, retirement, and estate planning strategies.  

Additionally, partners Todd Evans and Ryan Salah will hold ownership interests in Meridian Tax Advisory, Capital Financial Partners said. 

“Tax planning is one of the most consequential and often underserved areas of a comprehensive financial plan,” Todd Evans, partner at Capital Financial Partners, said. “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.” 

In January, Capital Financial Partners also partnered with Wealth.com to roll out estate planning services. Through the partnership, clients gain access to Wealth.com’splatform, which allows clients to create, organize, and update estate planning documents with licensed attorneys. 

Over the past couple of months, multiple wealth management firms have expanded their tax offerings to cater to the growing demands from clients for specialized services. 

Recently, Dynasty Financial Partners rolled out updated AI-related services through a partnership with Wealth.com that integrates the firm’s AI-powered estate and tax intelligence directly into the Dynasty Desktop platform.  

The integration homes in on the firm’s existing tax capabilities and introduces a new estate and tax agent capable of evaluating estate plans against client activity across financial accounts, documents, meeting notes, emails and CRM updates. 

In January, Fairfield, CT-based RIA Moneco Advisors merged with Glastonbury-based Lichtenstein Financial and affiliated Lichtenstein Tax Consultants to launch Moneco Tax, a rebranded and fully integrated tax planning and preparation arm. 

Capital Financial Partners manages $300 million in total client assets and specializes in investment management, financial planning, retirement planning, risk management, estate and tax planning, and succession planning.