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 wellbeing.

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 wellbeing.

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.

David B. Hansen

Chief Executive Officer and Founding Partner

Dave has more than 30 years of direct asset management experience. He specializes in structuring customized investment portfolios for individual investors.

Richard “Chip” Mower, CFP®

Founding Partner

Chip specializes in family wealth planning, retirement income planning and asset management. Through a goals-based investment approach and the Wealth Vision™ planning process, he helps clients make better decisions when accumulating wealth, managing risk or planning for retirement.

Tanya R. Mathews, CFP®

Founding Partner

Tanya Mathews is a knowledgeable professional and CFP® practitioner with more than 24 years experience in the field with large investment firms such as Janus and Wells Fargo. Known for highly personalized service and objective investment guidance…

Rich Weintraub, CFP®

Managing Partner

Rich specializes in family wealth planning and asset management. He has more than 20 years of experience directly managing assets for individuals and institutions.

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MERIDIAN NEWS

MERIDIAN NEWS

Over the past eight years, extraordinarily accommodative monetary policy has served as the primary catalyst for spurring continued economic growth…

MERIDIAN NEWS

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

MARKET ANALYSIS

Are you ready to get to work on pursuing your best life?