Meridian Investment Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$468,525,403
Clients
612
Advisors
6
of 6 employees
About
Meridian Investment Advisors serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities, offering comprehensive asset management alongside financial planning and pension consulting. The firm also provides tax‑sector services such as income tax planning, individual tax return preparation, and bookkeeping for tax purposes as part of its service mix.
The firm’s investment process is grounded in modern portfolio theory and an integrated framework that emphasizes asset allocation, portfolio structure, specialist management, and portfolio‑level risk controls, with a focus on keeping risk aligned with benchmarks at the portfolio, strategy, and manager levels. Meridian generally manages assets on a discretionary basis, conducts periodic reviews, and may recommend or retain third‑party sub‑advisers, including access to SMA platforms (the brochure discloses a sub‑advisory agreement with JP Morgan Asset Management).
Compared with many team‑sized advisory firms, Meridian’s in‑house tax and accounting offerings (including tax return preparation and bookkeeping services) are an atypical feature that creates a more integrated tax‑and‑investment capability. The firm has also recently added a formal “Selection of Other Advisers” service to its offerings, documenting the use and ongoing monitoring of sub‑advisers to provide manager access alongside its advisory and pension consulting services.
Client services
Expertise
Fee options
Financial planning fixed fees generally range from $500 to $2,000 depending on complexity.
$0 - $1,000,000: 1.000% $1,000,001 - $3,000,000: 0.750% $3,000,001 - $5,000,000: 0.500% $5,000,001 - $15,000,000: 0.375% $15,000,001+: Negotiable
Financial planning hourly rates range from $175 to $250 per hour.
Account minimum: $100,000 Fee-only: Portfolio management fees based on assets under management; financial planning fees are hourly ($175-$250 per hour) or fixed fees ($500 to $2,000); tax sector services minimum fee $525.
Main office
10321 N. Pennsylvania St.
Indianapolis IN 46280
Advisors at this office
6
Most active in
California · Florida · Illinois · Indiana · Kentucky · Louisiana · Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Advisors at this firm
Bradley B
Series 63, Series 66
Indianapolis, IN
Meridian Investment Advisors, Inc.
Bradley Bolin is a financial advisor at Meridian Investment Advisors, Inc. in Indianapolis, IN, with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab & Co., Inc. for 26 years before joining Meridian in 2026. Meridian Investment Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with asset management, financial planning, and pension consulting. The firm integrates modern portfolio theory with risk controls and offers in-house tax and accounting services alongside discretionary asset management and access to third-party sub-advisers.
Michael B
Series 63, Series 65
Indianapolis, IN
Meridian Investment Advisors, Inc.
Michael Burley is a financial advisor with Meridian Investment Advisors, Inc. in Indianapolis, IN, holding Series 63 and Series 65 designations and 26 years of industry experience. He has been with Meridian since 2008, working as part of a three-advisor team. Meridian Investment Advisors provides comprehensive asset management to individual clients, pension and profit sharing plans, trusts, estates, charitable organizations, and business entities. The firm’s investment approach incorporates modern portfolio theory and integrates asset allocation, portfolio structure, specialist management, and portfolio management to align risk with benchmarks. Meridian also offers in-house tax and accounting services alongside advisory and pension-plan consulting.
Keith A
Series 63, Series 65, Series 66
Indianapolis, IN
Meridian Investment Advisors, Inc.
Keith Allen is a financial advisor with Meridian Investment Advisors, Inc. in Indianapolis, IN, holding Series 63, 65, and 66 licenses with 14 years of industry experience. His prior roles include positions at Kestra Investment Services, Transamerica Financial Advisors, and Westfield Steel. Outside of his advisory work, he serves as a JV/Varsity lacrosse coach at Carmel High School. Meridian Investment Advisors provides asset management, financial planning, and pension consulting services to individuals, trusts, plans, and business entities. The firm integrates investment management with in-house tax and accounting services, employing a risk-focused investment process that includes discretionary management and access to third-party sub-advisers.
Michael W
CFP®, Series 63, Series 66
Indianapolis, IN
Meridian Investment Advisors, Inc.
Michael Werner is a CFP®-certified financial advisor with 26 years of industry experience. He has been with Meridian Investment Advisors, Inc. since 2018 and previously worked at JPMorgan Securities LLC from 2016 to 2018. Based in Indianapolis, IN, Werner holds Series 63 and Series 66 licenses as well. Meridian Investment Advisors serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers comprehensive asset management, financial planning, pension consulting, and in-house tax-related services, operating with a portfolio approach grounded in modern portfolio theory and emphasizing risk alignment and specialist management.
Christopher E
Series 63, Series 65
Indianapolis, IN
Meridian Investment Advisors, Inc.
Christopher Evans is a financial advisor with Meridian Investment Advisors, Inc. in Indianapolis, IN. He holds Series 63 and Series 65 credentials and has 21 years of industry experience. Prior to joining Meridian in 2026, he worked for American Century Investments for 21 years and Equity Services, Inc. for one year. Meridian Investment Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers asset management, financial planning, pension consulting, and integrated tax services, using a modern portfolio theory approach focused on risk alignment and periodic review.
Madeline S
CFP®, Series 66
Indianapolis, IN
Meridian Investment Advisors, Inc.
Madeline Speckman is a CFP® and holds a Series 66 license with seven years of industry experience. She currently serves as an advisor at Meridian Investment Advisors, Inc., having joined the firm in 2026. Prior to Meridian, she worked at Sanctuary Advisors, LLC and Sanctuary Securities, Inc., as well as Merrill and Walker Information. Outside of her advisory role, Speckman serves as Secretary on the board of the Kappa Alpha Theta Facility Corporation in Indianapolis. Meridian Investment Advisors provides comprehensive asset management and financial planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm employs a modern portfolio theory-based approach that integrates asset allocation, portfolio structure, and specialist management, while also offering in-house tax and accounting services alongside pension consulting.
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