Meridian Wealth Group

Meridian Wealth Group offers personalized financial planning, discretionary and non-discretionary investment management, and divorce financial consulting to individuals, high-net-worth clients, family offices, trusts, and estates. Meridian Wealth helps clients build custom investment portfolios using mutual funds, exchange-traded funds, individual stocks, bonds, and alternative investments. Financial planning is typically included at no extra charge for investment management clients, though separate fees may apply depending on the complexity of the plan. Standalone financial planning and divorce financial consulting are also available. Meridian Wealth tailors strategies to each client's goals, time horizon, and risk tolerance while coordinating with outside professionals like tax advisors and attorneys.