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.
Welcome to our website. I’m delighted that you’re interested in Meridian Trust. As an original founder of Meridian Trust, I set out to create an investment firm that was not simply a copy of other financial institutions, but instead a company aspiring to elevate every aspect of its business to the highest level, or “Meridian.” From employing the best and brightest to providing a level of service, transparency, and integrity that engenders deep trust and loyalty from our clients, we set our standards high. We continuously monitor our success in each area and adjust course as needed. We won’t, however, deviate from our founding principle of providing prudent counseling to control risk and preserve our clients’ assets. We believe the more you know about Meridian Trust, the more you’ll appreciate the differences, large and small, that set us apart from others.
We realize that financial security means different things to each of us, but a common thread is peace of mind. Meridian Trust can help you reach your financial goals while providing peace of mind. It is a collective effort at Meridian Trust to understand your unique financial situation and identify your financial goals. We welcome an opportunity to fully discuss how we can assess and assist you in your planning. I hope you will consider calling us to schedule an appointment to further discuss how you can comfortably grow and protect your financial assets.
In 2017, we are elated to celebrate 20 years of service. Meridian was granted Trust powers by the Tennessee Department of Financial Institutions on September 24, 1997. Our status as a bank allows you to enjoy an extra level of security. Meridian is also owned primarily by the employees who serve you. Engaging with us as an employee-owned company provides continuity and stability, because you deal with the same folks who own and manage Meridian Trust & Investment Company. We use the same services and investing principles that we recommend to our clients.
We focus on your needs and providing personal solutions for those needs with an exceptionally talented and motivated staff. The growth of our business as well as the retention rates of both clients and employees provide strong evidence that we are successful in achieving our goals and the goals of our clients.
Meridian has grown substantially since its formation. Today we have assets under management approaching three quarters of a billion dollars. This growth has occurred due to close, long-lasting relationships with our clients. Choosing Meridian Trust aligns you with a financial partner ready to assist you in making prudent financial decisions.
Everything we do here at Meridian is designed around the idea that objective financial advice will produce better long-term financial returns for you than selling products. You always know how much you are paying, because our compensation is not hidden in mutual fund fees or based on commissions earned from selling securities. This allows us to focus on what is best for you, not on how we are being compensated.
Thank you for visiting our site and taking the time to learn more about Meridian Trust & Investment Company. We look forward to serving you.
Contact me if you have a question, or need anything. The direct dial number to my desk is 865.342.4440, or my email is email@example.com.
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.