At Meridian Wealth Advisors, we serve as a trusted advisor and essential partner to high net worth clients, coordinating investment management, tax planning and estate planning in an effort to cohesively deliver a comprehensive and customized wealth plan and an extraordinary client experience. As an independent firm, we are purposely driven to provide objective advice that is solely in the best interests of our clients.
We serve in a fiduciary role and are compensated on a fee-only basis, all in an effort to mitigate any potential conflicts of interest. It's precisely what high net worth deserves.
We serve in a fiduciary role and are compensated on a fee-only basis, all in an effort to mitigate any potential conflicts of interest. It's precisely what high net worth deserves.
Services
We are well equipped with the knowledge and services to address the financial priorities in your life, from managing and preserving your wealth, to leaving a legacy for your loved ones. Our team has extensive education and experience in serving clients with complex needs and significant assets.
Our advisors offer comprehensive wealth management services that go far beyond just typical investment management to address many essential matters than money touches.
Our advisors offer comprehensive wealth management services that go far beyond just typical investment management to address many essential matters than money touches.
We serve as wealth advisors to a select group of clients that includes high net worth individuals, multigenerational families, entrepreneurs, professionals, corporate executives and retirees. By deliberately limiting the number of clients, we are empowered to provide a boutique level of high-touch service and individual attention.
One size fits all investments cannot possibly fit everyone. It's why we only offer customized wealth planning and investment strategies. At Meridian Wealth Advisors, we are proud of the differences we bring to our clients - and the difference we can make in their lives. We present these distinguishing attributes here for your careful consideration.
We believe that for a planning process to be most effective, it should include you, relevant members of your family, our team, and your family's tax and legal professionals, where appropriate. It's why the planning process we employ is a dynamic, team-based endeavor. Here is an outline of the steps we use in designing, implementing and managing a comprehensive wealth plan for you.
Meridian Wealth Advisors is an independent Registered Investment Advisor with more than 80 years of combined experience in offering customized wealth advisory and planning services to high net worth families and individuals. Our mission is to guide our clients through the complex issues surrounding significant wealth, while providing the highest level of responsive service and personal attention.
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Jun 30, 2021
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