How does the advisor help clients – Key Takeaways:
MERIDIAN WEALTH PARTNERS, LLC is a financial advisory firm that provides comprehensive financial planning and investment management services to clients. The firm helps individuals and businesses navigate the complexities of their financial lives and achieve their long-term goals.
- Provides comprehensive financial planning and investment management services
- Focuses on helping clients achieve their long-term goals
- Assists individuals and businesses with financial decision-making
Facts and Insights
MERIDIAN WEALTH PARTNERS, LLC was founded in 2010 and is headquartered in New York City. With a team of experienced and knowledgeable advisors, the firm is committed to providing personalized and attentive service to its clients. As a financial expert, MERIDIAN WEALTH PARTNERS, LLC is well-versed in the constantly evolving financial landscape and strives to stay ahead of industry trends to best serve its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 11 years |
Financial Services Offered
MERIDIAN WEALTH PARTNERS, LLC offers a wide range of financial services to meet the diverse needs of its clients. These services include:
- Comprehensive financial planning
- Retirement planning
- Estate planning
- Investment management
- Tax planning
- Insurance and risk management
Client Types
MERIDIAN WEALTH PARTNERS, LLC serves a variety of client types, including:
- Individuals
- High-net-worth individuals
- Families
- Businesses
Fees & Compensation
MERIDIAN WEALTH PARTNERS, LLC charges a fee based on a percentage of assets under management. This fee structure aligns the firm’s interests with those of its clients, as the firm only makes money when the client’s assets grow. The firm does not receive any commissions or fees for recommending specific products or services, ensuring that its advice is always in the best interest of the client.
Background
MERIDIAN WEALTH PARTNERS, LLC was founded by a team of experienced financial professionals who saw a need for a more personalized and client-focused approach to financial planning and investment management. With a deep understanding of the financial markets and a commitment to putting client needs first, MERIDIAN WEALTH PARTNERS, LLC has built a reputation as a trusted partner for individuals and businesses seeking to achieve their financial goals.
Financial Advisor Disclosures to Know
MERIDIAN WEALTH PARTNERS, LLC operates as a fiduciary, meaning the firm is legally obligated to act in the best interest of its clients. This ensures that the advice and recommendations provided by the firm are always in the client’s best interest. Additionally, the firm has no disclosures on its record, indicating a clean track record and a commitment to integrity and ethics in its business practices.