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Back to Featured BusinessesFounder Story

Meridian Advisory Group

Charlotte, North Carolina
Professional Services
Established 2009
Founder of Meridian Advisory Group at her firm

Janelle Carter, CPA

Founder & Managing Partner

Founder Story
“Nobody in my family had ever handed a business to the next generation cleanly. I built the firm that helps others do it.”

An accounting and advisory firm founded by a first-generation CPA, now guiding hundreds of family-owned companies through succession planning.

What They Offer

Products and Services

  • Succession and estate planning
  • Tax advisory for family businesses
  • Financial forecasting
  • Bookkeeping and controller services
Community Involvement

Meridian offers free financial-literacy workshops for first-generation business owners across the Charlotte region.

Video Feature

Guiding Family Businesses Through Succession

Janelle Carter on building an advisory firm that helps family-owned companies plan for the next generation.

Photo Gallery

Meridian Advisory Group in Focus

Meridian Advisory Group photo
Meridian Advisory Group photo
Meridian Advisory Group photo

Independent editorial profile. No advertising or promotional purchase is associated with this coverage.

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