Learn more about who we are and what we do.
Meridian Trust offers four primary financial planning services: Personal Retirement Plan Administration, Corporate Retirement Plan Administration, Portfolio Management, and Personal Trust Services. We begin every relationship with a one-on-one meeting to determine what is valuable to you. Once your goals are established, we develop, formalize, implement and monitor a plan to get you there the right way.
OUR CORE VALUES
What Makes Us Meridian
We deliver our services in a highly responsive, personalized manner.
We believe that our client and their needs come first and meeting their needs is our highest priority.
Our investment and administration decisions are made independently and objectively, without outside influence.
We employ staff experienced in our industry and endeavor to provide for their continued professional development.
WHAT'S BEHIND OUR NAME?
Explaining Your Meridian
The Meridian logo depicts a sphere signifying the continuous nature of our intensely personalized service. A meridian represents a point or period of highest development, greatest prosperity, power, splendor or success. We characterize Meridians as points in time and space that you are experiencing your personal best, success, and happiness. We believe that these points are the driving forces behind your investment commitment. Few of us accumulate wealth as a goal in, and of, itself. We acquire wealth to reach our personal Meridians. Financial security provides a deep sense of peace of mind. It is here that we can fully enjoy our free time, friends, family, indulge our dreams, contribute to our passions and share our gifts with others.
FINANCIAL SECURITY FOR YOUR FUTURE
Trust. Loyalty. Transparency.