About Us
Our Story
In 2005, Greg Couch started his career as a financial advisor with a regional broker-dealer in Lexington. His vision for a more client-driven experience pushed him to set out as an independent advisor focused on creating a firm centered on acting in the client’s best interest as fiduciaries. In 2010, Meridian Wealth Management, LLC was founded to create a platform that supports the goals of our clients and the advisors who serve them. Today, we have over 40 advisors across the United States who all share the Meridian belief of doing what is best for the client .
“Meridian was founded to create a platform that supports the goals of our clients and the advisors who serve them.”
— Greg Couch, CEO & Founder
Our wealth management advisors come from a variety of backgrounds and aim to serve clients with varied investment goals. From institutional clients, non-profit organizations, and foundations to high-net-worth families and individuals in a variety of careers and lifestyles, Meridian has an advisor to fit the needs of virtually any client. With over $3.5 billion assets under management (as of 06.30.24), established wealth management advisors in multiple cities, and clients in almost all 50 states, the Meridian goal is to continue to grow and serve families and organizations throughout the U.S.
Over
$3.5 billion
assets under management
As of 06.30.24
Community First
The Meridian Wealth Management, LLC., team holds the communities where they serve dearly. Our advisors and support staff members are involved in a variety of philanthropic organizations and hold seats on many boards throughout the communities they live in. See how they are involved by exploring each office’s community page!