Meridian Financial Group

Overview

Meridian Financial Group is an independent, privately owned registered investment adviser organized as a corporation that serves individual and family clients. The firm combines fee-based portfolio management with commissionable products; its stated fee structure includes a percentage of assets under management as well as commissions. Meridian operates in a dual capacity as an adviser and as a registered representative of a broker‑dealer. The firm’s advisory work centers on discretionary portfolio management for individuals and small businesses and it also offers pension consulting services. Meridian does not self-identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices