Meridian Investment Partners is a privately-held, registered investment advisory and wealth management firm that specializes in portfolio management, retirement planning and taxes for individuals and families. Whether your objective is growth, income or capital preservation, we'll develop a strategic investment plan that will make you feel confident and secure.

At Meridian Investment Partners, we understand the unique challenges that come with wealth management. For years, we have been a trusted partner for individuals and families, providing financial guidance and solutions based on a thorough understanding of each client’s unique situation and goals.

We bring our proven expertise to every aspect of wealth management – from portfolio management and retirement planning to taxes and trust services. Our disciplined process and extensive experience with global investment opportunities has led to a proven record of success for our clients. 

When you trust the professionals at Meridian Investment Partners, you'll benefit from:

  • Proven expertise from an advisor with Certified Public Accountant, Certified Financial Planner™ and Chartered Financial Analyst® designations
  • Strong global investment knowledge and resources
  • Commitment to the highest level of transparency and ethical standards
  • Focus on strategies that achieve your objectives and strive to outperform benchmarks - while also minimizing costs

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.



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