About Us

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.

INDIVIDUALIZED SERVICE

Everyone is different. We

offer unsurpassed

personalization in order to

better suit your needs.

OUR CORE VALUES

What Makes Us Meridian

"PILLOW COMFORT"

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.

CONTACT

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