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.

Whether your objective is growth, income or capital preservation, we’ll develop a strategic investment plan that is tailored to your personal situation and objectives. We are highly experienced and credentialed investment professionals whose deep understanding of capital markets allows us to provide invaluable insights and solutions for our clients.

Built on a foundation of integrity and accountability, we have become a trusted wealth management partner to our clients. Our disciplined process and extensive knowledge of investment opportunities has led to a proven record of success for our clients.

 

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:

  • Proven expertise demonstrated by Certified Public Accountant, Certified Financial Planner™ and Chartered Financial Analyst® designations
  • Strong global investment knowledge and resources
  • A commitment to integrity, trust and accountability - we always act solely in the best interest of our clients
  • Access to resources and a thorough understanding of how to monitor markets
  • A focus on developing tailored strategies that help clients achieve their objectives and minimize excess 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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