At Meridian Wealth Management, we combine decades of expertise with personalized strategies to help you achieve your financial goals. From retirement planning to investment management, we're your trusted partners in building lasting wealth.
We offer a full spectrum of financial planning and investment management services tailored to your unique needs and goals.
Professional portfolio management with personalized investment strategies designed to optimize returns while managing risk.
Secure your future with comprehensive retirement planning strategies that ensure you maintain your lifestyle in retirement.
Protect your legacy with sophisticated estate planning strategies that minimize taxes and ensure smooth wealth transfer.
Comprehensive insurance and risk management solutions to protect your wealth and provide peace of mind.
Strategic tax planning to minimize your tax burden and maximize your after-tax wealth accumulation.
Plan and save for your children's education with tax-advantaged strategies that maximize growth potential.
For over 25 years, Meridian Wealth Management has been helping individuals and families achieve their financial dreams. Our team of certified financial planners and investment advisors brings decades of combined experience to every client relationship.
We believe in the fiduciary standard – putting your interests first, always. Our fee-only structure ensures our advice is never influenced by commissions, and our comprehensive approach means we consider every aspect of your financial life.
From young professionals just starting their careers to retirees enjoying their golden years, we provide personalized strategies that evolve with your changing needs.
Ready to take control of your financial future? Schedule a complimentary consultation with one of our experienced advisors. We'll discuss your goals, assess your current situation, and create a personalized roadmap to financial success.