Meridian Wealth Management, LLC

Meridian Wealth Management offers financial planning services to individual and high‑net‑worth clients, advising on cash flow and budgeting, retirement and education planning, estate and tax strategies, risk management, and periodic investment advice. Engagements are governed by written agreements and paid via an annual retainer; the firm currently reports no reportable assets under management.

The firm’s investment approach blends active and passive strategies, using fundamental analysis to select diversified, tax‑efficient, low‑cost mutual funds and ETFs and, when appropriate, third‑party managers; clients retain discretion over implementation and the firm typically provides at least annual reviews. Trading and account actions are generally non‑discretionary without client pre‑approval, and the firm discloses it does not accept performance‑based fees or commissions such as 12b‑1 trailer fees.

Meridian is notable among peers for its fee model: rather than charging a percentage of assets under management, it uses a net‑worth‑based annual retainer schedule that is negotiated and recalculated annually. The brochure also highlights principals’ outside roles — including publishing and a senior compliance position at a national planning network — and the firm’s participation in professional associations, which the firm identifies as channels for outreach and educational contact.