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.
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.
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.
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.
We offer comprehensive financial asset management services and develop investment strategies tailored to your specific financial objectives 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. Top RIA Firm is awarded by Forbes.com (Awarded Oct 2024) Data Compliance by Shook Research LLC based on the time period from 3/31/23-3/31/24.
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