Meridian designs personalized investment strategies to help our clients achieve their financial objectives.
As an independent trust company, we serve as a Fiduciary, which means that we are held to a higher level of responsibility, accountability, and care than most investment managers. We take that responsibility very seriously. We aim to create a financial plan that takes into account your circumstances to help you reach your personal financial goals.
me• ri • di • an
n. A specific geographical point;
the peak, prosperity, success
FINANCIAL SECURITY FOR YOUR FUTURE
Trust. Loyalty. Transparency.