Meridian Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Meridian Financial Group, Inc. provides investment advisory and financial planning services to individuals (including high net worth clients), trusts, retirement plans, corporations, and charitable entities, operating with two investment advisor representatives and managing roughly $62.1 million on a discretionary basis and $1.25 million non-discretionary (about $63.3 million total). Services include discretionary and nondiscretionary portfolio management, standalone financial planning engagements, and consulting for employer-sponsored retirement plans.
The firm generally emphasizes long-term, fundamentally driven asset allocation and diversification, typically using passively managed asset-class and index mutual funds and ETFs while permitting occasional short-term strategies and dollar-cost averaging. Meridian uses tools such as Monte Carlo simulation to inform asset-allocation recommendations, conducts at least annual reviews with clients, and will include individual securities or bespoke holdings when clients specifically request retention.
Meridian’s advisors are also registered representatives of LPL Financial LLC and hold insurance licenses, and the brochure discloses potential conflicts arising from LPL revenue-sharing, brokerage compensation, and insurance commissions; for certain retirement-plan engagements, LPL may exercise discretionary authority over the plan’s investment menu. The firm also advises on and may recommend less-common vehicles for a small adviser—such as direct participation programs, oil and gas interests, REITs, and other alternative partnerships—and offers public seminars and hands-on participant-level education for retirement plans, features that distinguish its service mix relative to many peers.
Client services
Expertise
Occupation focus
Fee options
Fixed financial planning fees typically range from $500 to $15,000 depending on complexity; fees are negotiable.
$0+: Up to 2.5% annually for investment management services (negotiable) $0+: Up to 1.2% annually for employer retirement plan services (negotiable for MFG portion, non-negotiable for LPL portion)
Commissions may be received by IARs for insurance or securities products sold separately from advisory fees.
Hourly financial planning fees range from $150 to $500 per hour.
Fee-only: Financial planning fees typically range from $500 to $15,000, charged as fixed fees or hourly fees ranging from $150 to $500 per hour; fees are negotiable and may require an initial retainer equal to half of estimated fees.
Main office
4120 SE International Way, Suite A209
Milwaukie OR 97222
Advisors at this office
2
Most active in
Oregon
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Jeffrey V
Series 63, Series 65
Milwaukie, OR
Meridian Financial Group, Inc.
Jeffrey Vass is a financial advisor at Meridian Financial Group, Inc. in Milwaukie, OR, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial, LLC since 2009. Vass has been with Meridian Financial Group since 1999. Meridian Financial Group advises individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and small businesses. The firm emphasizes fundamental analysis, long-term diversification, and asset allocation, using a mix of passive index funds, ETFs, and select individual securities, supported by tools such as Monte Carlo simulation.
Stephen S
Series 63, Series 65
Milwaukie, OR
Meridian Financial Group, Inc.
Stephen Schmidt is a financial advisor with Meridian Financial Group, Inc. in Milwaukie, OR, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with LPL Financial Corporation since 2009 and with Meridian Financial Group since 1999. Schmidt also sells term life, health, and disability insurance, dedicating a small portion of his time to these activities. Meridian Financial Group advises individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and small businesses. The firm emphasizes fundamental analysis, long-term diversification, and asset allocation, typically utilizing passive asset-class/index mutual funds and ETFs alongside select individual equities, fixed income, and alternative holdings.
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