Meridian Wealth Management is among a small number of firms that operate as fiduciaries. Fiduciaries are held to a higher
standard and bound by law to do what is in the best interest of their clients.
Meridian Wealth Management is proud to be in the minority of firms that follow the fiduciary standard of care, bound by law to act in the best interest of each client. Our approach to wealth management is not just unique, it’s designed to give you peace of mind. We take a collaborative approach to developing an investment and financial planning strategy for each client. Unlike most firms that rely on standardized templates, we tailor our clients’ plans to their specific needs and goals. 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.
We will develop an investment and risk mitigation strategy that adapts to your changing needs over time. You will have all of the information you need to make decisions with confidence.
Our Sports & Entertainment Advisors have personal experience in this space and know how to navigate your specific financial needs. We’ll help you maximize your wealth growth now to prepare for the future.
We can manage your financial assets and develop investment strategies that work within your unique compliance requirements and business model.
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.
Lexington, KY: 859.543.4516
Tucson, AZ: 520.719.1433
The Villages, FL: 859.806.8368
Allen, TX: 214.644.2560
Upland, CA: 909.579.6470
Carmel, CA: 831.647.8445
Scottsdale, AZ: 520.719.1433
Mandeville, LA: 985.871.3656
Palm Beach Gardens, FL: 561.954.4767
Advisory services offered through Meridian Wealth Management, LLC, a Registered Investment Advisor. Securities Offered through APW Capital.
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