A complete list of active advisors currently associated with Meridian Wealth Advisors, LLC

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

Meridian Wealth Advisors, LLC provides comprehensive wealth management and investment advisory services to individuals, high‑net‑worth clients, corporations, charitable organizations, and retirement plans. The firm offers discretionary portfolio management, financial planning, pension consulting, and private placement consulting, managing roughly $1.74 billion across about 328 client relationships with a team of nine advisors. MWA typically delivers discretionary, model‑driven portfolio management that emphasizes long‑term strategies, risk management, and evaluation of returns on a net‑of‑cost basis, using methods such as fundamental analysis and modern portfolio theory. The firm’s implementation toolbox includes options and other derivatives and, where appropriate, may involve borrowing via non‑purpose lines of credit or margin in separately managed accounts alongside more conventional ETF, equity, and fixed‑income allocations. Compared with many peers, MWA combines relatively large assets under management and a generally high minimum relationship size (typically $2.5 million) with a comparatively small client base, enabling more concentrated, customized service. The firm’s active use of derivatives and the facilitation of borrowing secured by custodied assets in separately managed accounts — practices that are uncommon among similar team firms — and its provision of private placement and ERISA fiduciary consulting distinguish its service set.

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