Built in Miami, for the businesses Miami is built on.
Garzon Meridian is a finance firm for cross-border owner-operators — the founders running U.S. companies with family, capital, or entities in another country. We treat that complexity as the normal case, because for the owners we serve, it is.
WHY WE EXIST
Nobody owns the whole picture. We do.
Most growing companies stitch together a bookkeeper, a CPA at tax time, a banker for cash, and a spreadsheet for everything else. Nobody owns the whole picture. For a cross-border owner, the gaps are worse: related-party flows, U.S. filing obligations other advisors miss, and an owner-wealth picture tangled up with the business. We built one coordinated team to close that gap.
OUR FOUNDER
Edgar Ochoa
Garzon Meridian was founded by Edgar Ochoa. [Founder credentials and short bio to be supplied by the firm — background, languages, and the experience that led to building a cross-border finance function in Miami.]
HOW WE WORK
Precise, not cold. Direct, not arrogant.
Bilingual by default
We work in English and Spanish — not as an add-on, but as how the firm runs.
Data in front of you
We put the numbers in front of you in a live cockpit, not behind a monthly slide.
Regulated lines stay clean
Bookkeeping and CFO with us; tax through a licensed CPA; investment and treasury through an RIA.
HOW WE WORK
The firm is young; the standards are not.
We don’t invent social proof, we don’t promise outcomes we can’t control, and we don’t blur the line between tax, legal, and investment advice.
Start with a Financial Health Audit.
A free, clear-eyed read on where your finances stand — yours to keep