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![Ocean waves of the Adriatic Sea in Croatia](mediahandler/media/601907/GettyImages-1222233279-727x520-03.jpg)
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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.
Second Opinion Review
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 offer our clients a wide variety of both personal and business financial planning services.
Financial Planning
Business Planning
Retirement Distribution Planning
Business Succession Planning
Investment Portfolio Management
Long-Term Care
Insurance Planning
Legacy & Charitable Strategies
Estate Planning
Fee-Based Planning
Meridian Company Culture
We pride ourselves on being personable experts in our field, helping prepare you and your family for financial success.