Meridian Wealth Management provides financial planning services to individuals and high net worth individuals. Services include advising on cash flow and budgeting, college funding, retirement planning, risk management, estate and tax planning strategies, as well as periodic investment advice. Clients can tailor the financial planning services they receive to be as broad-based or narrowly focused as they desire.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Meridian Wealth Management does not manage client investments directly. They provide investment planning advice as part of their financial planning services, which may include recommendations for mutual funds and ETFs. Clients implement investment recommendations themselves or through a third-party investment manager.
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