A complete list of active advisors currently associated with Meridian Financial Group
Warmer can help you find a great advisor at Meridian Financial Group or one who fits your needs even better.
Meridian Financial Group provides investment management and related financial-planning services to individuals, families, trusts, estates, small businesses, and sponsors of defined-contribution plans. Services described in the brochure include investment management, retirement and estate planning support, cash flow and tax considerations, and ongoing portfolio reviews and implementation of accepted recommendations. The firm describes a conservative, institutionally influenced approach that emphasizes strategic asset allocation and global diversification to manage risk. It typically constructs customized portfolios using a mix of passive index and ETF exposures, actively managed funds, sub-advisors, individual stocks and bonds, and, where appropriate, variable annuities or third-party managers. Distinctive features disclosed in the brochure include a long operating history and a small, principal-led compliance structure; as of June 30, 2023 the firm reported managing approximately $35,000,000 for about 68 clients. The firm’s principals also act as registered representatives of a broker-dealer and may, at a client’s election, implement recommendations on a commission basis (including maintaining legacy A‑class mutual fund shares and receiving possible 12b‑1 trailing compensation), a practice the brochure identifies as a potential conflict that is disclosed to clients.
To learn more about the advisors currently working at Meridian Financial Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Arnold, MD
| 27
|
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