Broker Check

Grow With Us

Meridian Financial Associates has been strategically designed as a platform for financial professionals to simply plug in and operate.

Our view is that our platform needs to consistently provide value for you as the professional or why stay? 

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Philosophy

The client experience is at the core of everything you do. We understand you are at your best when your energy is utilized at supporting your clients and creating strategies to enhance their lives. We have developed the following structure to remove the friction from your business and serve you in becoming the most successful version of you.

Structure

BUSINESS DEVELOPMENT

- Comprehensive training in house, outsourced systems, nationally recognized speakers and industry experts
- Marketing development and growth strategies

INVESTMENT & INSURANCE STRATEGIES

- Hybrid RIA-Broker/Dealer Model to allow for most comprehensive client servicing
- Propriety and Brokerage Insurance from well-respected insurers

TECHNOLOGY

- Cloud based systems (CRM, File Retention, Client Servicing Tools)
- Comprehensive Wealth Reporting

OPERATIONS 

Team support of office/back office functionality.

COMPLIANCE

Full service regulatory professionals and compliance support.

BUSINESS CONTINUATION

Business succession strategies and financing to ensure the continuation of your business.

We are looking to expand our team with the right people. If you are passionate, collaborative, and want to work in an environment that allows you to make a difference with professional autonomy and personal freedom... reach out to us and share why you want to work in wealth management or why you would like to work with our firm?

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