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.
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 TeamWho 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:
APPROACHING RETIREMENT
AND RETIREES
BUSINESS OWNERS
SPORTS PROFESSIONALS
INDIVIDUALS FACING
A MAJOR LIFE CHANGE
MULTI-GENERATIONAL FAMILIES
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.
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
TRUST AND HONESTY
COMPETENCY
TEAMWORK
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 —