A complete list of active advisors currently associated with Meridian Wealth Management, Inc

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

Meridian Wealth Management provides investment management, financial planning, and retirement consulting to individuals, high-net-worth clients, and select institutional clients, including pension and profit-sharing plans. The firm also offers modular financial planning services and consulting for defined contribution plans. Portfolios are tailored to clients’ stated goals and risk tolerance, with regular reviews and rebalancing under a fiduciary standard. Unlike most independent peers, a substantial portion of the firm’s assets are managed on a non-discretionary basis, meaning client approval is sought before executing transactions. The firm conducts educational seminars and workshops and maintains an active program of retirement-focused outreach aimed at public‑employee audiences, including publishing educational material and producing related content. It also offers fiduciary consulting for retirement plans, combining advisory and plan‑education services that are uncommon among similarly sized independent advisors.

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

Name	Location	Years of experience
Scott Dauenhauer	Murrieta, CA	21

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