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 Expertise
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.