No matter where your money came from, you want it to grow, and you want a maximum return on your investment. While other investment firms have a standard process for dealing with their clients, we cater to your individual needs so together we meet your financial objectives, whatever they may be.
At Meridian Investment Partners, we understand the complex details of financial markets and we want to help you achieve the objectives that are unique to you. Not everyone has the same plans for their life or their money, and your financial manager should recognize that difference.
We are a privately-held,
registered investment advisory and wealth management firm that
specializes in Investment Management, Retirement Planning and Estate Planning for individuals and institutions. Our high standards ensure
that we deliver what is promised, and our team of knowledgeable
professionals will be available when you need them to answer your
questions and offer guidance.
We know dealing with
finances can be confusing, and even overwhelming, if you don’t deal with
it every day. That’s where we come in. We have the training, expertise
and professional experience to handle your sensitive and private matters
in a way that will make you feel comfortable, safe and secure.