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

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

Meridian Wealth Management works with individuals and high‑net‑worth clients as well as institutional entities such as pension plans, trusts, and corporations. The firm offers discretionary and non‑discretionary investment management, written financial planning, consulting, pension consulting, and services related to private and alternative investments. The firm’s investment process emphasizes diversified asset allocation across traditional and alternative asset classes, using ETFs, mutual funds and, when appropriate, individual securities, with periodic rebalancing and customization to client objectives. Meridian may recommend or oversee sub‑advisors for specialized mandates, acts as a fiduciary for retirement accounts, and conducts ongoing reviews of accounts at least annually. What is noteworthy about Meridian is its recent transition to SEC registration and its small team structure—four advisors managing roughly $118 million for about 71 clients—which yields a relatively concentrated client servicing model. The firm discloses that a principal holds an insurance license and may sell fixed or immediate insurance products for commissions (and states this activity occupies minimal time), and it provides due diligence and advisory work on private investment funds and private equity buyers while referencing external third‑party sources and ratings in its materials.

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