A complete list of active advisors currently associated with Meridian Investing

Warmer can help you find a great advisor at Meridian Investing or one who fits your needs even better.

Meridian Investing is a single‑advisor independent investment advisory firm that manages approximately $2.35 million for ten clients. Per its Form ADV, the firm provides fee‑based portfolio management and related investment advisory services under a percentage‑of‑assets billing arrangement. The firm delivers individualized portfolio management on an account‑by‑account basis, with services and reporting described in its Form ADV disclosure materials. Meridian operates as a small, advisor‑managed practice, aligning implementation and oversight to the scale of its client relationships rather than institutionalized, multi‑team processes. What is distinctive about Meridian is that, despite its small size and solo structure, it includes institutional portfolio management among its client services — a practice that is uncommon for independent firms of this type. The firm also does not accept typical non‑high‑net‑worth retail individual clients, indicating its individual relationships are limited to wealthier or specialized client types rather than standard retail accounts.

To learn more about the advisors currently working at Meridian Investing, 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.