Join Our Firm
Become A Meridian Advisor
What Our Independent Financial Advisors Do
Meridian Wealth Management offers a comprehensive range of financial advising services that keep our clients’ best interests first. Thanks to our independent financial advisors’ unique backgrounds and numerous years of experience, we’re able to offer finely tuned, boutique financial solutions that best fit our clients’ present and future circumstances.
We serve as a trusted source of guidance in the following areas, but not limited to:
- Wealth Accumulation
- Risk Mitigation
- Wealth & Income Distribution
- Legacy Planning
- Succession Planning
- Individual & Family Needs
Our independent financial advisors craft customized solutions for individuals, families, athletes, entertainers, nonprofit organizations, and businesses of all structures, types, and sizes.
How We Do It
Our independent financial advisors develop personal financial plans in lieu of the customary “template” approach that other firms use. We go the extra mile because it’s right for our clients. To support our advisors and serve the needs of our clients, our firm continually invests in the latest cutting-edge technology.
Is Meridian a Good Fit for You?
Meridian offers an ideal marriage of freedom and support. Our financial advisors enjoy extensive resources and collaboration. If you are interested in joining our team of advisors, please reach out to us.
Meridian provides:
- A positive and welcoming company culture that celebrates our advisors’ success
- Healthy competition and robust collaboration
- Idea sharing that benefits both our advisors and our clients
- Freedom to manage your clients’ money how you see fit
- The ongoing support and resources of a major firm, along with the exceptional service and communication that is integral to business operations
Making the Move to Meridian
We understand that moving your business is a significant decision. Our transition team has successfully moved multiple teams to Meridian, while providing extensive support along the way. Our support staff is always available to assist and answer your questions, and we prioritize full transparency.
If you’re seeking a positive, collaborative company culture and the resources to build a thriving practice, we invite you to inquire about joining Meridian.