Meridian Investment Partners is an independent, comprehensive wealth management firm that specializes in portfolio management, retirement planning, financial 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. 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 capital markets and investment opportunities has led to a proven record of success.

Meridian Investment Partners’ approach to 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 a tailored investment plan that gives you the best chance to meet your objectives. Additionally, our investment philosophy focuses on minimizing expenses (such as taxes, fees and commissions), offering unbiased guidance that is solely in your best interest, and providing complete transparency. When you trust the professionals at Meridian Investment Partners, you'll benefit from a financial 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
  • Unbiased investment solutions that are based solely on your best interest
  • A focus on developing tailored financial plans and investment strategies that achieve your objectives while avoiding unnecessary costs

How We Can Help

 

Retirement Planning

One of the most important long-term financial decisions you can make is planning for your retirement. We’ll help you develop a personalized savings and investment plan, manage your individual retirement accounts, and even assist with cash flow planning as you enter your retirement years.

Portfolio Management

Our proprietary approach to portfolio management is designed for investors looking for a performance-oriented and strategic wealth manager. We focus on personalized and comprehensive investment plans created to maximize returns within your risk tolerance and minimize exposure to unnecessary taxes, fees and other expenses.

Tax Strategy

Taxes are the most overlooked and maybe most critical factor in wealth creation. With changes to the tax code increasing rates on high income individuals, it is more important than ever to have your investments managed in a tax efficient manner and eliminate unnecessary tax expenses.