Meridian is a firm built by advisors, for advisors. Our service-driven relationship model provides comprehensive operational support with flexible affiliation options, allowing advisors to focus on serving their clients and growing their businesses. Meridian attracts some of the highest-caliber professionals and most successful teams in the wealth management industry. Our rigorous, selective evaluation process ensures that we affiliate only with high-performers who share our goals and values.
For further discussion, please contact Niki Dillman at the phone number or email address provided. You may also fill out the contact form below.