A complete list of active advisors currently associated with Meridian Venture Partners, Inc

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

Meridian Venture Partners, Inc provides portfolio management and financial planning services to individuals, high‑net‑worth individuals, and corporate/business clients. The firm manages approximately $5.24 million across about 75 client accounts and documents client objectives in an Investment Policy Statement for each engagement. The firm commonly seeks discretionary authority to implement client Investment Policy Statements and employs multiple methods of analysis — including fundamental, technical, quantitative, and modern portfolio theory — to support strategies that range from long‑term equity and fixed‑income allocations to options, margin, short sales, and other trading strategies. Meridian also makes cryptocurrency exposure available to clients who request it and includes specialty investments such as real‑estate funds, venture capital funds, and private placements in its investment menu. Noteworthy distinctions disclosed in the brochure include business affiliations outside the advisory business: one principal maintains accounting activities and multiple principals are licensed insurance agents affiliated with Universal Wealth, conflicts the firm states it discloses and monitors. The brochure also discloses a past regulatory action involving a principal for failure to report disciplinary history (resolved with a monetary penalty and subsequent unrestricted license), a disclosure that is less common among similarly sized supported advisers.

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