A complete list of active advisors currently associated with The Meridian Business Group, Ltd
Warmer can help you find a great advisor at The Meridian Business Group, Ltd or one who fits your needs even better.
The Meridian Business Group serves individuals as well as businesses, trusts, estates and retirement plans, providing continuous portfolio management through separately managed accounts alongside non‑discretionary retirement advisory and financial planning offerings. The firm also provides bookkeeping and business consulting services and makes insurance products available through an affiliated independent insurance agent. Its investment approach is built around a four‑part process: strategic asset allocation, a tactical allocation overlay with a multi‑year horizon for tactical moves, rigorous manager due diligence, and periodic monitoring and rebalancing. Portfolios are implemented using active mutual funds where a sustainable manager edge is identified or with index vehicles such as ETFs, and the firm may shift allocations to cash or fixed‑income instruments for defensive purposes. What is distinctive about this firm relative to many independent advisers is the inclusion of corporate/business clients and the provision of bookkeeping and educational seminars or workshops in addition to typical individual wealth management. The firm also requires clients to maintain accounts at a designated custodian to facilitate trade aggregation and centralized reporting, and it discloses the potential conflict of interest from offering insurance products alongside advisory services.
To learn more about the advisors currently working at The Meridian Business Group, Ltd, 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 |
|---|---|---|
River Grove, IL
| 24
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")