Wealth Well Managed,
Life Well Lived™

Boutique Wealth Management
From Trusted Fiduciaries

Why Meridian Wealth Management

Meridian Wealth Management operates as a fiduciary. Fiduciaries are held to a higher standard and bound to do what is in the best interest of their clients.

We Are Bound To:

Serving Clients In

48 States

Assets Under Management

as of 09.30.24

Over $3.8 Billion

A Growing Firm With

41+ Advisors

A Consultative, Personal & Customized Approach

Meridian Wealth Management is proud to follow the fiduciary standard of care, bound to act in the best interest of each client. Our approach to wealth management is designed to give you peace of mind. We take a collaborative approach to developing an investment and financial planning strategy for each client. We tailor our clients’ plans to their specific needs and goals. We believe that with our customized services, you can be confident that your wealth is well managed, allowing you to focus on living your life to the fullest.

Services Customized To Your Needs

Individuals & Families

We will develop an investment and risk tolerance strategy that adapts to your changing needs over time. We believe with our customized services, you will have all of the information you need to make decisions with confidence.

Athletes & Entertainers

Our Sports & Entertainment Advisors have personal experience in this space and know how to navigate your specific financial needs. We help you prepare for your future with the goal of maximizing your wealth.

Businesses, Nonprofits & Charities

We offer comprehensive financial asset management services and develop investment strategies tailored to your specific financial objectives and business model.

Advisors & Firms

We welcome financial advisors, their teams, and their firms to explore joining the Meridian family. With a focus on a positive, supportive company culture, Meridian provides the resources and operational support you need so you can focus on growing your business and serving your clients.