Individual, Family and Institutional Services

 

Investment and Portfolio Management

Make use of Meridian’s experienced team, who can help diversify your portfolio while identifying potential and balancing risk.

 

Retirement and Financial Planning

The key to effective planning for retirement and beyond is preparation. Let Meridian work with you to establish an effective financial plan.

 

Higher Education Funding

Professional asset management has proven to be extremely useful in assisting clients with the funding of higher education.

 

Family Business Succession and Stock Option Planning

Enlisting professional help in family business succession is key to the ongoing success and generational survival of a business. Meridian can help with strategic planning, tax-efficient structuring, and stock option planning.

 

Analysis of Concentrated Stock Positions

While a concentrated position may not be critical, it is an undoubtedly higher risk than a diversified portfolio. We can assist with stock position analysis and can advise on the best course of action.

 

Annuity, Life, and Long-Term Care Insurance Planning

Ensuring availability of funds for living expenses and long-term care needs in later life can often be the subject of extreme stress. Meridian works with its clients to provide a clear, structured plan that helps clients feel safe as they approach retirement age.

 

Recordkeeping Services

Meridian offers comprehensive, streamlined recordkeeping services to ensure that all financial records are organized and well-maintained.

 

Cash Flow and Budgeting Advice

Maintaining a clear link between cash flow and budgeting is essential.

 

Retirement Plan Consulting

(i.e., 401(k), 403(b), small company IRAs)

Meridian has the knowledge and experience to analyze businesses to evaluate the suitability of retirement plans such as 401(k), 403(b) and IRAs.

As a 3(38) fiduciary, we have specific responsibilities that are highly regulated for your security, to ensure that we act in the best interests of our clients and their employees. A 3(38) fiduciary can only be an insurance company, a bank or a Registered Investment Adviser (RIA). This requirement ensures that the protections of the Investment Advisers Act of 1940 are applied.

 

Fiduciary Advisor on Key Business Decisions

Retaining fiduciary advice from a wealth management firm is a proven way to assist your employees with retirement planning, safeguarding, and investment advice.


Charities and Non-Profit Services

 

Recommendations for Gifted Securities

From setting up investment accounts to establishing investment policies, Meridian can assist your non-profit organization with plans for the receipt of gifted securities.

 

Investment and Portfolio Management

Make use of Meridian’s experienced team, who can help diversify your portfolio while identifying potential and balancing risk.