Meridian Investments provides a goal-oriented approach to wealth management. We take the time to understand your long term personal and financial goals, so that we can offer a personalized solution that leverages our unique approach to investing. As an independent firm that does not believe in commissioned financial products, we provide unbiased investment strategies based solely on your best interest.
We believe the only way to form a true partnership is through honesty and accountability. That’s why we are fully transparent and offer multiple tools to monitor your account details and performance anytime, in real time.
By entrusting Meridian Investment Partners with your wealth management needs, you’ll have the opportunity to work with a financial advisor with amongst the most elite financial credentials. Holding Certified Public Accountant, Certified Financial Planner and Chartered Financial Analyst designations, our Chief Investment Advisor will directly manage all of the critical components in building your wealth – from investments, financial planning and retirement planning to tax strategy and business financial matters.