Website Disclosures
Effective date: September 9, 2026
Last updated: September 9, 2026
Registration
Meridian Atlas Planning, LLC (“MAP”) is a registered investment adviser in the State of New Jersey. Registration as an investment adviser does not imply a particular level of skill or training or that MAP has been approved or endorsed by any securities regulator.
MAP may provide investment-advisory services only in jurisdictions where it is registered, notice filed, or otherwise exempt from applicable registration requirements. Information regarding MAP’s registration and business practices is available through the Investment Adviser Public Disclosure website.
General Information Only
The information presented on this website is provided for general informational and educational purposes only. It should not be interpreted as individualized investment, financial, tax, accounting, insurance, or legal advice.
Website content does not consider any visitor’s individual financial circumstances, objectives, risk tolerance, or needs. Visitors should not make financial or investment decisions solely in reliance on information presented on this website.
Submission of a contact form, scheduling of an introductory conversation, or other communication with MAP does not create an investment-advisory relationship. Advisory services are provided only after MAP and the client enter into a written advisory agreement establishing the scope and terms of the relationship.
Investment Risk
All investing involves risk, including the possible loss of principal. No investment strategy can guarantee a profit or protect against loss in every market environment.
Past performance does not guarantee future results. References to historical market returns, investment results, or economic conditions are provided for informational purposes and should not be interpreted as a representation that similar results will occur in the future.
Diversification and asset allocation may help manage certain investment risks but do not guarantee a profit or protect against loss.
Financial Planning Projections
Financial plans, retirement analyses, scenario comparisons, and other projections are hypothetical and based on assumptions concerning matters such as investment returns, inflation, taxes, spending, life expectancy, and future laws.
Actual results will differ from projected results, potentially by a significant amount. A projection is not a guarantee of future performance or financial success. Planning assumptions and recommendations may need to be updated as markets, laws, personal circumstances, and client priorities change.
Financial-planning software, including RightCapital, is used as an analytical tool. Software results depend on the accuracy and completeness of the information and assumptions entered. Software output does not replace professional judgment or ongoing review.
Tax and Legal Information
MAP does not provide legal or accounting services. Any discussion of taxes, estate planning, insurance, or related matters is provided as part of the financial-planning process and should not be considered a substitute for advice from a qualified attorney, accountant, or other appropriate professional.
Tax laws and regulations are subject to change, and their application depends on individual circumstances. Clients and website visitors should consult their own tax and legal professionals before implementing tax or legal strategies.
With a client’s authorization, MAP may coordinate with the client’s attorney, accountant, or other professional advisers.
Information and Sources
MAP seeks to provide information that is accurate and current. Information may be obtained from third-party sources believed to be reliable; however, MAP does not guarantee its accuracy, completeness, or timeliness.
Website content may become outdated because of changes in financial markets, tax laws, regulations, government programs, or other circumstances. MAP is not obligated to update previously published material immediately following every such change.
Opinions expressed on this website are subject to change without notice.
Schwab and Other Service Providers
MAP may recommend that clients establish brokerage accounts with Charles Schwab & Co., Inc. (“Schwab”), a registered broker-dealer and member SIPC, to maintain custody of client assets and provide brokerage and related services.
MAP is independently owned and operated. MAP is not owned, controlled by, affiliated with, or employed by Schwab. The use of Schwab as a custodian does not constitute an endorsement, recommendation, or guarantee of MAP by Schwab.
MAP may also use RightCapital and other independent providers for financial-planning technology, client portals, customer relationship management, scheduling, communications, and business operations. These providers are separate companies and do not provide or approve MAP’s financial advice.
References and links to third-party companies are provided for information or convenience and do not necessarily constitute an endorsement by MAP or the third party.
Professional Credentials
Professional credentials and academic degrees referenced on this website describe education, experience, or certification requirements associated with those credentials. They do not guarantee investment performance, financial outcomes, or the quality of future services.
Dr. Colin Slabach is authorized to use the CFP® certification mark based on his satisfaction of CFP Board’s initial and ongoing certification requirements.
CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States.
Academic and Professional Affiliations
References to universities, professional organizations, boards, employers, media outlets, and other institutions are provided for biographical and informational purposes.
Meridian Atlas Planning is an independent business and is not owned, sponsored, supervised, or endorsed by New York University, The American College of Financial Services, Financial Planning Standards Board, Texas Tech University, or any other institution referenced on this website unless expressly stated otherwise.
The views expressed through MAP are those of MAP or Dr. Colin Slabach and do not necessarily represent the views of any current or former employer, university, board, professional organization, or other affiliated institution.
Third-Party Links
This website may contain links to third-party websites, including custodial platforms, financial-planning portals, professional organizations, government resources, and social-media platforms.
MAP does not control and is not responsible for the content, availability, security, accuracy, or privacy practices of third-party websites. Visitors should review the applicable terms and privacy policies before providing personal information to any third party.
Electronic Communications
Electronic communications and information transmitted through public website forms or unsecured email may not be secure. Do not submit Social Security numbers, account numbers, passwords, tax documents, financial statements, or other sensitive information through the website’s public contact form.
Existing clients should use an approved secure portal when sending confidential information.
Contact
Questions concerning these disclosures may be directed to:
Meridian Atlas Planning, LLC
Florham Park, New Jersey
Email: [email protected]