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How does the advisor help clients – Key Takeaways:
MERIDIAN WEALTH MANAGEMENT is a financial advisory firm that prides itself on providing expert guidance and personalized services to its clients. Through their team of experienced advisors, they assist individuals and businesses in achieving their financial goals and building wealth for the long term. Here are some key takeaways on how MERIDIAN WEALTH MANAGEMENT helps their clients:
- Provides holistic and individualized financial planning
- Offers a wide range of financial services
- Fosters a client-focused approach
- Utilizes innovative technology to enhance their services
- Employs a team of knowledgeable and experienced advisors
Facts and Insights
MERIDIAN WEALTH MANAGEMENT was founded in 2001 and has since grown to become a reputable and trusted advisor in the financial industry. With over two decades of experience, the firm has gained valuable insights and knowledge that they utilize to help clients make informed financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 15 | 20 years |
Financial Services Offered
MERIDIAN WEALTH MANAGEMENT offers a comprehensive range of financial services to meet the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Tax planning and management
- Estate planning
- Insurance solutions
- Business planning
Client Types
MERIDIAN WEALTH MANAGEMENT serves a diverse group of clients including individuals, families, and businesses. They understand that each client has unique financial needs and goals, and they tailor their services accordingly.
Fees & Compensation
MERIDIAN WEALTH MANAGEMENT operates on a fee-based compensation structure, with fees determined by the assets under management and the scope of services provided. This aligns the interests of the firm with the success of their clients and ensures transparency in the fee structure.
Background
MERIDIAN WEALTH MANAGEMENT was founded by John Smith, a certified financial planner with over 25 years of experience in the financial industry. He leads a team of skilled advisors who share his passion for helping clients achieve financial success. The firm is headquartered in New York City.
Financial Advisor Disclosures to Know
As a registered investment advisor, MERIDIAN WEALTH MANAGEMENT is required to disclose any potential conflicts of interest or disciplinary actions to its clients. They maintain a clean record and are committed to upholding the highest ethical standards in their practice.