WHY MERIDIAN
The objectivity, experience and guidance to pursue financial well-being.
In serving a limited number of clients by design, we cultivate a deep understanding of our clients’ core values and investment goals. We take pride in knowing you exceedingly well—your goals, dreams and challenges. What keeps you up at night? What gets you out of bed in the morning? These all-important answers lead to a plan for financial well-being.
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Meridian Wealth Management – Customer Relationship Summary (Form CRS)- CLICK HERE
WHAT WE DO
Wealth strategies to help you build, manage and preserve wealth.
We use goals-based investing to design highly customized, integrated wealth management solutions. We offer thoughtful, in-depth financial analysis, genuine attention to our clients’ unique situations, and invaluable structure, purpose and process for informed financial decision making.
Asset Management
Experience, consistency and fresh perspectives
The sum of assets you accumulate in a lifetime can be significant.
Retirement Planning
Long-term strategies and custom guidance
The quality of life you imagine in retirement takes careful planning, execution and management.
Wealth Planning
Transparency and trust for lifelong success
With great wealth comes significant opportunity, as well as an increasing complexity of choice.
OUR TEAM
Intellectual capital and experience combined with a thoughtful approach.
With nearly 100 years of combined experience, we’ve managed assets through a wide range of market cycles. We understand the importance of adopting long‐term, disciplined perspectives and applying a thoughtful, consistent approach.
CLIENT TESTIMONIALS
“Hi Chip, I hope this note finds you and your family doing well. My sincere thanks for the beautiful flowers and gift. It was such a kind gesture to recognize my retirement. More importantly, I am so grateful for all you have done in guiding my family’s investments through the years. It is truly thanks to you that we are in a position for me to retire. I will forever be grateful to you for all you have done for us! With kind regards, KP“
MERIDIAN NEWS
Looking back on 2024, it clearly echoed many of the themes from 2023. There were some brief economic growth scares along the way…
As we reach the halfway point of 2024, a sense of persistence defines the economic and market landscape…
To ease some of the burdens of tax season, we’ve created this helpful guide.
LPL will reimburse clients for 100% of realized losses in your impacted LPL accounts, which were incurred directly as a result of unauthorized access to an LPL system.
Are you ready to pursue your best life?