Meridian designs personalized strategies to help our clients achieve their financial objectives. In both investing and life, the only thing that is certain is change. Marriage, career changes, parenthood, retirement, illness and many other life events all affect your financial situation. At Meridian we are with you through each of these changes.
We encourage you to meet with us at least once a year to review your investments and personal situation. Many clients prefer to meet with us more frequently. These meetings confirm that our recommended strategies continue to be appropriate for you. As markets move up and down we will occasionally rebalance your investments back to the recommended asset allocation targets.
We encourage you to meet with us at least once a year to review your investments and personal situation. Many clients prefer to meet with us more frequently. These meetings confirm that our recommended strategies continue to be appropriate for you. As markets move up and down we will occasionally rebalance your investments back to the recommended asset allocation targets.
Services
At Meridian we consider each other family, and we extend that depth of care and commitment to our clients. When you meet with your partner at Meridian, our goal is to send you home feeling comfortable with your investments and confident that Meridian has your finances under control. Our primary areas of expertise are retirement plan administration and advisory services, including financial planning, investment management, and trust work.
I'm delighted that you're interested in Meridian Trust. As an original founder of Meridian Trust, I set out to create an investment firm that was not simply a copy of other financial institutions, but instead a company aspiring to elevate every aspect of its business to the highest level, or "Meridian."
Tom has guided me and my family through financial ups and downs and has always kept the ship steady. In troubled times I never worried about the security of my portfolio. I highly regard Tom's professionalism and kindness. He never fails to educate us about financial matters and I have always been pleased that Meridian does not sell any products.
In granting the charter to Meridian Trust & Investment Company, LLC, the State of Tennessee made the initial determination that Meridian Trust & Investment Company is a sound organization adequately staffed and capitalized to perform trust services. Your assets will be held (or custodied) with a brokerage firm such as Charles Schwab or Fidelity.
We hold ourselves accountable for earning your business and do not hide any fees behind closed doors. We believe our services provide a wealth of value to each and every saver and employer. We hold ourselves accountable for earning your business and review fees with every employer, every meeting. We offer personalized investment advice to all plan participants.
Reviews (1)
Regina Maggart
Oct 27, 2021
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