Meridian Investment Partners is a registered investment advisory and wealth management firm that specializes in portfolio management, retirement planning and tax planning for individuals and families.
Meridian Investment Partners’ approach to investing and wealth management is built upon 4 key principles. The first, and most important, is to set our clients up for success. This means taking a personal interest in each client and developing an appropriate investment plan that gives them the best chance to meet their objectives. Additionally, our investment philosophy focuses on minimizing expenses (such as taxes, fees and commissions), offering unbiased guidance that is solely in the client’s best interest, and providing complete transparency.
When you trust the professionals at Meridian Investment Partners, you'll benefit from an advisor with:
By taking an objective approach that reflects the nuances and complexities of each client’s unique financial status, we continue to build trusted relationships and become a valuable partner for our clients.