Meridian Wealth Group

Meridian Wealth Group provides personalized financial planning, discretionary and non‑discretionary investment management, and offers a divorce financial consulting service added after initial filing. The firm’s brochure lists service availability for individuals, high‑net‑worth clients and a range of entities (family offices, trusts, estates, private foundations, homeowners associations), but it was newly registered and reported no assets under management or active clients at the time of its filing.

The firm says it tailors portfolios to each client’s objectives and uses fundamental analysis, modern portfolio theory and a long‑term strategic approach, deploying mutual funds, ETFs, equities, fixed income, REITs, annuities, options and, where appropriate, private/alternative investments. Meridian provides ongoing monitoring with periodic reviews, can act on a discretionary or non‑discretionary basis, and may recommend external money managers to implement specific strategies.

Noteworthy differences from many peers include the recent addition of divorce financial consulting as a formal offering and the firm’s early‑stage operational relationship with an institutional custodian that provides technology, research and capped financial support to help launch the business—an arrangement the brochure discloses may create potential conflicts of interest. The brochure also discloses that certain advisory personnel are licensed insurance agents who may receive commissions for insurance sales, a feature Meridian addresses through disclosure and internal policies.