In addition to Meridian’s core financial advisory services, most of our clients also retain us to provide asset management services.  Meridian is a federally-registered investment advisor that provides fee-only asset management services.  We also work closely with several account custodian’s thereby providing you with broad access to various account options and unparalleled access to leading institutional money managers. 

The result is an unlimited breadth of investment options at your disposal in coordination with our experience, resources and professional guidance.