REIMAGINE WHAT'S POSSIBLE

Wealth management to pursue your best life.

FREEDOM TO PURSUE WHAT'S IMPORTANT

Powerful client relationships built on transparency and trust.

FRESH PERSPECTIVES ON WEALTH

What’s important to you should define you.

KNOW WHAT DRIVES AND INSPIRES YOU

Financial planning that takes you where you want to be.

REIMAGINE WHAT'S POSSIBLE

Wealth management to pursue your best life.

FREEDOM TO PURSUE WHAT'S IMPORTANT

Powerful client relationships built on transparency and trust.

FRESH PERSPECTIVES ON WEALTH

What’s important to you should define you.

KNOW WHAT DRIVES AND INSPIRES YOU

Financial planning that takes you where you want to be.

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.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

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

MERIDIAN NEWS

As we reach the halfway point of 2024, a sense of persistence defines the economic and market landscape…

MERIDIAN NEWS

Despite a likely mild recession in 2024, both bonds and stocks should do well as we anticipate the Federal Reserve will begin to roll back some of 2023’s interest rate increases…

MERIDIAN NEWS

To ease some of the burdens of tax season, we’ve created this helpful guide.

Are you ready to pursue your best life?