Clermont, FL Office

JB Meridian Advisors is a fee-only registered investment adviser that serves individuals, families, small business owners and a range of entities including trusts, estates and charitable organizations. The firm provides discretionary and non‑discretionary portfolio management and offers tailored financial planning services such as retirement distribution planning, education funding, cash‑flow analysis and insurance needs assessments.

The firm begins client relationships with a structured interview and produces a signed Investment Policy Statement that is reviewed at least annually, then implements portfolios according to that IPS. JB Meridian uses minimum‑variance efficient frontier modeling to set client asset allocations and selects investments across stocks, bonds, mutual funds, ETFs and other instruments with an emphasis on diversification and risk management.

Noteworthy for a firm of its size, JB Meridian publishes a quarterly market update letter and conducts market/economic seminars through local business and chamber groups, reflecting an emphasis on client education and outreach that fewer peers offer. The firm also maintains formal ethics policies (including adherence to the CFA Institute Asset Manager Code), monitors personal trading, and seeks to aggregate client trades to pursue fair execution.