The Meridian Difference

  • What Makes Meridian Different?

    Meridian’s strength is our focus and commitment to our clients. As an independent investment advisory firm, we are committed to putting our clients’ interests first.

    We have access to an open architecture investment platform, which allows us customize our clients’ portfolios. Our due diligence process is free from favoritism, and conflicts of interest, which is essential for identifying investment strategies that have the potential to deliver consistent long-term, risk-adjusted returns.

    Meridian remains focused on each client’s unique circumstances and dedicates itself to uncovering and understanding their goals and objectives. We coordinate all the professional services required to design, implement, and monitor our clients’ financial plans.

    Independence and Objectivity

    As a fee-only investment advisory firm, Meridian does not sell investment products for a commission, and we do not engage in any business activities outside of managing our clients’ portfolios. Our independence allows us to be objective in our analysis and recommendations to our clients and provide advice in an unbiased manner.

    We remain focused on each client’s unique circumstances and are dedicated to uncovering and understanding their goals and objectives. We coordinate all the professional services required to design, implement, and monitor our client’s plans.

    Innovation

    Meridian remains committed to the pursuit of ideas that can help our clients achieve their long-term goals with confidence.