Our Story
In 2005, Greg Couch started his career as a financial advisor with a regional investment advisory firm in Lexington. His passion for a more client-driven experience pushed him to leave the firm and set out on his own as an independent advisor.
In 2010, he founded Meridian Wealth Management, LLC., with a vision to create a platform to support the goals of both clients and the advisors who serve them. Meridian approaches business from a place of service by providing unbiased investment advice while upholding the fiduciary duty of acting in the best interest of the client.
“Meridian Wealth Management, LLC. was founded with the vision of creating a platform to support the goals of both clients and the advisors who serve them.”
It did not take long before Meridian had entirely outgrown the small office space on Lexington’s east side. In 2015, the firm moved its home to the 31st floor of the Lexington Financial Center. Today, Meridian operates out of the 4th floor of Lexington’s new City Center. Together, the Meridian team utilizes over 850 years of experience in the financial services industry to serve clients as an independent, SEC-registered advisory firm.
The wealth management advisors of Meridian Wealth Management, LLC., come from a variety of backgrounds and aim to serve clients in several different niches. From institutional clients, non-profit organizations, and foundations to high-net-worth families and individuals in a variety of careers and lifestyles, Meridian has an advisor to fit the needs of virtually any client. With over $3.1 billion assets under management, established wealth management advisors in eight cities, and clients in 44 states, the Meridian goal is to continue to grow and serve families and organizations throughout the U.S.
Community First
The Meridian Wealth Management, LLC., team holds the communities where they serve dearly. Our advisors and support staff members are involved in a variety of philanthropic organizations and hold seats on many boards throughout the communities they live in. A few of our favorites include:
- Appalachian Regional Healthcare Foundation
- The Lexington Humane Society
- Lexington Senior Services Commission
- Fayette County School Mentorship Program
- Various Local Youth Sports Programs