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1140 Highway 315 Suite 203 Wilkes-Barre, PA 18711

570.266.7065
Meet our Team

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

<strong>BUSINESS DEVELOPMENT</strong>

BUSINESS DEVELOPMENT

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

<strong>INVESTMENT &#38; INSURANCE STRATEGIES</strong>

INVESTMENT & INSURANCE STRATEGIES

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

<strong>TECHNOLOGY</strong>

TECHNOLOGY

- Cloud based systems (CRM, File Retention, Client Servicing Tools)
- Comprehensive Wealth Reporting through Albridge Wealth Reporting
- Living Balance Sheet®

<strong>OPERATIONS&#160;</strong>

OPERATIONS 

Team support of office/back office functionality.

<strong>COMPLIANCE</strong>

COMPLIANCE

Full service regulatory professionals and compliance support.

<strong>BUSINESS CONTINUATION</strong>

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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