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  • Working Together On Life's What Ifs
  • Working Together On Life's What Ifs

Why Meridian

Why Meridian

What Sets Us Apart

Meridian Wealth Management is a truly independent firm providing objective investment advice and highly personalized service. We serve a limited number of valued clients by design, empowering us to connect on a more personal level and create multi-generational trust. Commitment to our clients is defined by three core principles:

Experience and Objectivity

  • Meridian provides guidance from experienced, credentialed professionals who offer time-tested advice to help you navigate the markets and complexities of your wealth.
  • We are committed and objective advisors with a sole focus on serving our clients’ best interests.
  • Gain knowledgeable advice from a local advisory firm serving a select few clients with high-touch service.

Benefit: Experienced professionals that provide the advice to help you make sound decisions, without conflicts of interest.

Disciplined Process

  • We listen and take time to fully uncover our clients’ goals and aspirations. We build a wealth strategy that is tailored to your unique needs.
  • Along with our clients, we work together on life’s “what ifs” as we prepare for the unexpected.
  • We help guide you to make informed, thoughtful and smart decisions about your money, and to gain financial confidence around your wealth.

Benefit: Assurance that our dedicated team will effectively help you to manage and monitor your wealth.

Committed Service

  • Gain a partner that serves as your family’s “ambassador,” always accessible and available to serve and satisfy your needs.
  • Frequent meetings and interactions keep you abreast of your financial situation so you can make better decisions around your wealth.
  • We strive for a clear and up-to-date understanding of our clients’ financial situation to ensure your goals addressed.

Benefit: Highly personalized service that focuses on proactive communication to anticipate and solve your needs.

Meridian Wealth Management is governed by a profound understanding of our clients’ core values and investment objectives. We help our clients to manage wealth.

The privilege of a lifetime is being who you are.

– Joseph Campbell