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Welcome to Meridian Wealth

Customized Planning

Meridian Wealth Management offers a comprehensive range of services to help our clients achieve their goals. Our financial advisors’ individual backgrounds and extensive experience allow us to provide tailored boutique financial solutions that meet the needs of our clients. Meridian has professionals with designations such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Juris Doctor (JD) among others.

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We serve as a trusted source of guidance in some of the following areas, but not limited to:

  • Fiduciary Advisor on Key Business Decisions
  • Investment Management
  • Risk Mitigation
  • Retirement & Financial Planning
  • Insurance Planning
  • Cash Flow & Budgeting Advice
  • Wealth Accumulation
  • Recommendations for Gifted Securities
  • Institutional Consulting
  • Higher Education Funding
  • Family Business Succession Planning
  • Stock Option Planning & Analysis

Meet Our Advisors

Our advisors take the time to understand your goals and will help develop a plan to get you there. You can choose an advisor from the link below or we can connect you with the advisor or team that specializes in the services you need.
mEET THE TEAM

The Meridian Process

Whether you’re a savvy investor or just starting to think about how to manage your wealth, you’ll find a welcoming, client-centered environment here. Our personalized process follows this path:

3.

Analyze Client’s Financial Status

We’ll examine your cash flow and liquidity needs, and review all relevant materials. We’ll also explore your level of risk tolerance.

2.

Gather
Client Data

If you decide to move forward, we’ll explore your unique objectives together and gather all data necessary to develop your personalized plan.

1.

Assess Your Needs

Our advisors first assess your needs and explain the services we can provide. We disclose any potential conflicts of interest and explain the compensation arrangement.

6.

Continual Monitoring

At Meridian, your financial plan is never a “one and done.” We continuously monitor your financial progress and rebalance your portfolios as needed. We’ll review your portfolio manager performance and communicate with you consistently to ensure you’re fully informed.

5.

Implement Your Plan

With your approval, we’ll process the asset transfers, and implement our investment and financial planning recommendations.

4.

Develop & Present Recommendations

Our advisors will complete the custodian documentation, identify investment strategies that are right for you, and prepare an investment policy statement. Then, we’ll present your personalized recommendations report.

Frequently Asked Questions & Answers for New Clients

Our team emphasizes the importance of client education. Whether you’ve been investing for decades or you’re new to the financial markets, we’ll always take the time to enhance your financial education. If you have a question not listed below, please reach out to us.

How is Meridian Different?
Meridian is among very few RIA firms in the country with no broker-dealer affiliation. This allows us to offer unbiased advice and to align our interests with those of our clients. We provide a transparent fee to our clients as opposed to brokerage firms that can be paid from products with hidden fees and commissions. The only incentive we have is to protect and grow your assets.
Meridian advisors work with individuals, families, athletes, entertainers, nonprofit organizations, institutions, foundations, endowments and businesses of all types.
Meridian maintains custodial relationships with Pershing, Charles Schwab, and Fidelity. Meridian also manages assets with many other institutional and retirement custodians.

To learn more about working with a Meridian advisor, please request a consultation
here.

Take the first step toward building a financial roadmap that provides comfort, security, and peace of mind.

Contact Meridian Wealth Management to request a consultation with one of our advisors. Our advisors are pleased to serve clients across the U.S.

Contact Us

Book Today

Meridian Wealth Management, LLC
100 West Main Street, Suite 450
Lexington, KY 40507

CONTACT US

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

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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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