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What is your financial truth?

Are you where you want to be with your money? It’s an important question that concerns each of us – and, because each of us is unique, the answer is too. At Meridian Wealth, our advisors are committed to sitting by your side, listening to your needs and building a plan that ensures you’re going to be okay.

Watch our Wealth Story

Investing time with you

We want to know you as both a person and an investor. So we take the time to sit down, face-to-face and talk. And share. It’s essential that you trust your advisor and feel known. With that foundation of knowledge and intimacy, we can ensure that your priorities, life goals, challenges and milestones guide the investment decisions that we make together.

Your plan for progress

Whether you are starting out, optimizing your wealth or nearing retirement, it’s essential to have a plan to guide you. We use the information that we learned about your priorities, life goals, challenges and milestones to shape your plan and guide your progress. We also monitor along the way and make the necessary changes to support evolving goals or transitioning priorities. The plan that we build together is a tangible, practical way to ensure that you stay on track and head in the right direction.



An objective point of view

What are you trying to achieve with your money? And which priority concerns you the most? Many investors, have serious questions that they want answered to achieve peace of mind. By knowing you as a person and as an investor, your advice accounts for your needs and priorities. As experts, we also offer an objective point of view to clarify the potential impact of every investment decision on your overall goals.

An advisor who sits beside you.
Not across from you.

As an investor, you want to know that you’re going to be okay. And that’s why having an advisor who truly gets to know you, matters. At Meridian, we believe that when investing is personal, we can more effectively help you take ownership of your financial truth, while helping you grow your wealth and your confidence.

Wealth Tools

With so many options out there, how can you be sure which investment solutions are right for you?
Our calculators will help you along your planning journey.