A complete list of active advisors currently associated with Meridian Investment Advisors, Inc.

Warmer can help you find a great advisor at Meridian Investment Advisors, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Meridian Investment Advisors, Inc., 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.