Advocating for entrepreneurs,
Families, and individuals.

The world is full of threats. Lawsuit, job loss, death and disability are just a few of the risks we face on a daily basis. With consistent competition for your dollars, we help you prioritize and protect that which is the foundation for your financial life, cash flow.

The way traditional methods promote retirement planning is to hoard your nest egg and sprinkle off some interest each and every year with little if any margin for error. Meridian focuses on utilization of assets so you can enjoy your golden years without worry.

You can invest just about anywhere today. Our value is simple. We help manage our clients' behavior from making bad decisions, build tax-efficient diversified portfolios and implement low cost investments.

Transferring your wealth to your family and charities is profoundly personal. Helping design your estate plan to pass your wealth to who you want, when you want, how you want with tax and fee minimization is a passion we have.

The startup and management of small business is a fierce frontier that requires financial advice from advisors who are deeply entrenched in the particularities of legal, tax and structures that drive business value. Our firm gives you a holistic approach, so your company can get the best competitive advantage.

Hiring and retaining high-quality employees is one of the most difficult challenges a growing business faces. Creating compelling benefits and compensation packages for your prized people is an art. Our team balances costs, provides high-quality benefits and assists you in communicating it all to your employees.