Louisville, KY Office

Meridian Wealth Management serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and corporate entities. The firm offers discretionary portfolio management, financial planning and consulting, and retirement‑plan services that include preparing investment policy statements and the option to act as a 3(21) co‑fiduciary or a 3(38) investment manager for plan sponsors.

Meridian delivers IPS‑driven, tailored advice and manages the vast majority of client relationships on a discretionary basis, using equities, ETFs, mutual funds, fixed income and, in limited circumstances, alternatives and covered‑call option strategies; accounts are monitored and rebalanced routinely. Advisory services are provided through a supervised network of Investment Adviser Representatives — some employees and some independent contractors — and Meridian may delegate portions of portfolio management to sub‑advisors or model portfolios.

Noteworthy aspects include a disclosed minority, non‑controlling outside investor in the firm’s holding company and an affiliated insurance agency where some IARs are licensed insurance agents, a relationship Meridian discloses and manages as a potential conflict. The firm also documents use of third‑party promoter referral arrangements and occasional custodial research or educational benefits, discloses a 2023 arbitration decision involving an IAR (with the firm cleared), does not vote client proxies, and has had recent leadership appointments in operations and investments.