Welcome to the Meridian family.
At Meridian we consider each other family, and we extend that depth of care and commitment to our clients. When you meet with your partner at Meridian, our goal is to send you home feeling comfortable with your investments and confident that Meridian has your finances under control. Our primary areas of expertise are retirement plan administration and advisory services, including financial planning, investment management, and trust work. We provide an unparalleled level of service and personalization to every client regardless of account size. Selling products is not a part of our repertoire; this allows us to focus solely on our clients and their needs instead of on sales goals and self-serving portfolio decisions.
Everyone is different. We
personalization in order to
better suit your needs.
OUR CORE VALUES
What Makes Us Meridian
ATTENTION TO DETAIL
We don’t want your finances
keeping you up at night. You
will sleep soundly knowing
your partners at Meridian have things under control.
You will benefit from our
extensive attention to detail.
We employ highly trained
individuals who specialize in
the roles they play at Meridian.
CONTINUITY OF CARE
Your family will enjoy the
benefits of working with the same Meridian team member year after year. Long-lasting relationships allow us to serve you better.
FINANCIAL SECURITY FOR YOUR FUTURE
Trust. Loyalty. Transparency.
For more detailed information about Meridian Trust, contact Ashley Thomas at 865.342.4447 or email@example.com.
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