Malvern, PA Office

Meridian Wealth Partners is an SEC‑registered advisory firm managing about $1.37 billion for roughly 707 clients through a ten‑advisor team. The firm provides comprehensive financial planning using its “Progression of Wealth” process and offers discretionary portfolio management for individuals (including high‑net‑worth clients), trusts, estates, retirement plans, charitable organizations and corporations, along with retirement plan advisory and 3(38) fiduciary services.

The firm’s investment approach is long‑term and evidence‑based, drawing on Modern Portfolio Theory and the Efficient Market Hypothesis to build diversified portfolios that generally emphasize ETFs, mutual funds and fixed income while tailoring allocations to clients’ objectives and risk tolerance. Meridian Wealth also discloses the use of more active techniques in separately managed accounts when appropriate, including options strategies (notably box‑spread structures) and short‑term margin borrowings for cash management, hedging or synthetic financing purposes.

Compared with many peers, Meridian Wealth’s ownership and operational ties to a commercial bank are a notable structural feature that can affect referrals and potential conflicts of interest, and the firm sponsors a wrap fee program that bundles transaction costs with advisory fees. At formation the firm incorporated a predecessor advisory practice and it documents oversight of independent managers and the explicit use of derivatives and borrowing in managed accounts — practices that are less common among similar team‑based advisory firms.