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, Ltd. is a small independent advisory firm that serves individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, and business entities. It provides discretionary portfolio management through separately managed accounts and non‑discretionary advice via its Retirement Asset Management Plan and Financial Planning Program, and offers guidance on budgets, debt reduction, insurance, retirement and education planning. The firm tailors advice to each client’s financial situation, risk tolerance and goals, and describes a disciplined investment process centered on strategic asset allocation, a tactical overlay, manager selection, and periodic rebalancing. For clients without discretionary authority it delivers periodic recommendations and maintains monthly review capability for its RAMPlan and FP Program services. Distinctive features include explicit services for corporate and business clients — such as monthly bookkeeping for small businesses — and the principal’s concurrent activity as an independent insurance agent, a relationship the firm discloses as a potential conflict of interest. The firm also accommodates certain client custody or employment requirements by permitting, in special instances, the use of alternate custodians (for example, Interactive Brokers) rather than its normally recommended custodian.

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
Michael Trekas	River Grove, IL	24

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