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

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

Meridian provides discretionary investment management and retirement plan consulting for individuals, high‑net‑worth families, trusts and charitable organizations, endowments, company retirement plans, public pension funds, and municipalities, managing approximately $861.6 million on a discretionary basis. The firm also offers financial planning and may direct clients to independent third‑party investment managers when appropriate. Meridian’s investment process emphasizes asset allocation and aligning portfolio risk with client objectives, using a mix of common stocks, fixed income, ETFs, mutual funds, and, through selected independent managers, direct indexing strategies. The firm constructs customized portfolios with ongoing client contact and oversight of recommended managers, and maintains a Retirement Services division created in 1997 to advise defined contribution plans. Noteworthy features in the brochure include the explicit inclusion of public pension funds and municipalities among its client types—client segments that are relatively uncommon for firms of this team size—and the long‑standing retirement‑plan consulting practice. Meridian also discloses that it may receive fee shares from third‑party advisers it recommends and recent governance information such as discretionary bonus arrangements for certain supervised persons, along with detailed custody and oversight procedures.

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