The Meridian Difference
Meridian supports its advisors with access to premier technology tools, research solutions, custodial partners, operational staff and investment products. We purposefully built a collaborative, team-oriented culture among our community of elite advisors to drive better results and experiences for all clients. Meridian is exceptionally selective when considering new advisors, with each candidate undergoing a rigorous vetting process to evaluate fit based on experience, sophistication, mission, and culture.
To discuss becoming a Meridian client, please contact Matt Stockham at the phone number or email address below. You may also feel out the contact form.