At a Glance

MISSION

To provide an all-inclusive financial planning service so you can enjoy life now and life later.

VALUES

Trust, Honesty, Competency, Teamwork, Client Satisfaction

COMMITMENTS

Our commitment to you is that we will take the time to listen to you and provide open and honest feedback and guidance from the very beginning and throughout the relationship.

Team photo

Our Team

Understanding that no two clients have the same current life circumstances or future goals, we have a team of specialist who are equipped with the knowledge to help map out and meet your financial needs.

Meet Our Team

Who We Work With

WHATEVER IT IS, WE'RE HERE TO HELP.

We can help get you to and through retirement, but there may be other things you’d like to do along the way—whether it’s buying a second home, selling a business, providing for a loved one, or covering health-related costs.

While all our client’s financial goals are unique, most of our clients fall into one of the below categories, however our primary goal is to partner with individuals who are engaged during the process and want to plan for their future:

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APPROACHING RETIREMENT
AND RETIREES

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BUSINESS OWNERS

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SPORTS PROFESSIONALS

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INDIVIDUALS FACING
A MAJOR LIFE CHANGE

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MULTI-GENERATIONAL FAMILIES

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HIGH-NET-WORTH
INDIVIDUALS AND FAMILIES

Even if you already have a financial advisor, we offer a complimentary second opinion review to make sure you’re on the right track to reach your meridian.

Second Opinion Review

Our Areas of Expertise

We are able to provide you with a wide variety of
both personal and business financial planning services.

FINANCIAL
PLANNING

RETIREMENT
DISTRIBUTION
PLANNING

TAX-
EFFICIENT
PLANNING

INVESTMENT
PORTFOLIO
MANAGEMENT

BUSINESS
PLANNING

PROTECTING
YOUR FAMILY

MULTI-
GENERATIONAL
FAMILY
PLANNING

LONG-TERM
CARE

LEGACY &
CHARITABLE
STRATEGIES

Meridian Company Culture

We pride ourselves on being personable experts in our field, helping prepare you and your family for financial success.

Living Up To Our Values

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TRUST AND HONESTY

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COMPETENCY

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TEAMWORK

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CLIENT SATISFACTION

“We recommend Meridian Financial because they are reliable, trustworthy, and have provided us a good roadmap for our future. We feel comfortable working with the advisors and the entire Meridian team. They provide you with the information that you need and never try to sell you on something or pressure you to make any decisions. We are very pleased with Meridian Financial and are confident that we’re in good hands.”

— MIKE & ANN B —