Why Meridian
We Prioritize Collaboration & Teamwork
Meridian Wealth Management
- A fiduciary RIA firm, that has the flexibility to choose the best fit products and services for their clients.
- Our investment advisor representatives establish personalized long-term relationships with their clients.
- Work collaboratively with our clients’ circle of trusted professionals, including attorneys and CPAs.
- Established relationships with multiple custodians to ensure our clients get the best possible fit.
Brokerage Firms
- Less personalized and more transaction oriented, due to their corporate structure.
- May use a template approach, trying to fit all of their clients into a predefined mold.
- Have limited flexibility and are often required to choose firm proprietary products for clients.
- Typically have an affiliation arrangement that requires them to keep all of their assets within one custodian.
Meridian Wealth Management vs. Brokerage Firms
We Develop an Investment Strategy While Mitigating Risks
Are you thinking of reaching out to our fiduciary investment advisors, yet not quite sure if you are ready to dive into the financial markets? If you’re concerned about the risk involved with investing, you’re certainly not alone. However, risk aversion shouldn’t be a deterrent to seeking better money management.
As part of our new client onboarding process, our fiduciary investment advisors will carefully analyze your unique level of risk tolerance. Some of our clients are highly risk averse, while others maintain high tolerance to risk. There is no templated approach at Meridian. Your advisor will develop a highly customized plan that is aligned with your level of risk tolerance. Furthermore, as you enter different stages of life and your risk tolerance changes, your plan will change along with you.
