Why Meridian
We Prioritize Collaboration & Teamwork
Meridian Wealth Management
- We are a fiduciary firm, held to the highest standards of professional integrity and ethics.
- Our investment advisors develop customized financial solutions just for you.
- We work collaboratively with our clients’ circle of trusted professionals, including attorneys and CPAs.
- We work with multiple custodians to ensure our clients get the best possible fit.
Brokerage Firms
- They follow the suitability standard, which means they sell commission-based products.
- Other firms may use the template approach, trying to fit all of their clients into a predefined mold.
- May not take the time to consider how all of the different pieces (e.g. estate planning) fit together.
Non-RIA firms typically have an affiliation arrangement that requires them to keep all of their assets within just 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.
