Wealth Well Managed,
Life Well Lived™

Boutique Wealth Management
Services From Trusted Fiduciaries

Why Meridian Wealth Management

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.

We Are Legally & Ethically Bound To:

Serving Clients In

48 States

Assets Under Management

as of 06.30.24

Over $3.5 Billion

A Growing Firm With

41+ Advisors

A Consultative, Personal & Customized Approach

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.

Services Customized To Your Needs

Individuals & Families

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.

Athletes & Entertainers

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.

Businesses, Nonprofits & Charities

We can manage your financial assets and develop investment strategies that work within your unique compliance requirements 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.