Formed in 2009 by current president Greg Couch, Meridian has been providing independent, fee-only advisory portfolio management services to our clients for nearly a decade, during which time the total sum of assets under management has risen to $629 million. Bringing together a team of highly experienced experts with over 100 years’ combined experience as investment advisors, our reputation as a thoughtful and dedicated provider of unbiased investment advice has grown since the company’s founding.
Meridian was created with the principle that it would provide unbiased investment advice to its clients. As an SEC-registered investment advisory firm, Meridian upholds its fiduciary duty to act in their clients’ best interests. Meridian’s clients include high net worth individuals and families, defined contribution plans, non-profit organizations, and foundations.
Now, Meridian is proud to serve as a trusted advisor to a diverse and growing number of valued individuals, families, nonprofits, and institutions, while working with the services of three well-established custodians for clients’ assets: Charles Schwab Institutional, Pershing Institutional, and TD Ameritrade Institutional.