Meridian Asset Management

Overview

Meridian Asset Management is a small, single-owner wealth advisory practice that combines portfolio management for individuals and small businesses with licensed insurance brokerage activity. The firm charges either a percentage of assets under management or fixed fees, and its client base is focused on individual and family clients. Investment activity is tilted toward publicly traded equities, with a preference for exchange-traded vehicles, while alternatives and insurance products are used selectively to complement core equity exposure. The adviser is not positioned as a multi-state or pension consultant and does not emphasize ESG investing. Given its structure and service mix, Meridian appears to blend traditional financial-advisory work—liquid equity and mutual fund allocations—with insurance solutions delivered through annuities and other products.

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Public Holdings

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Location & Offices