MERIDIAN FINANCIAL GROUP, INC.

Overview

Meridian Financial Group, Inc. is an independent registered investment adviser that serves individual and family clients with a mix of planning and discretionary portfolio management. The firm acts as a capital allocator, combining proprietary portfolio management with the selection of third-party managers where appropriate. Its advisory services cover financial planning and portfolio management for individuals, small businesses and institutional clients, and it also provides pension consulting and the selection of other advisers. Meridian uses a fee mix that includes a percentage of assets under management, hourly charges and fixed fees, and it does not position itself as an ESG-focused manager. Investment preferences lean clearly to equities as the core allocation, with the firm favoring exchange-traded instruments for liquid equity exposure. Meridian supplements equity exposure with mutual funds and uses third-party managers for alternative exposures where those allocations fit client objectives. The firm’s structure and activity profile indicate a hands-on approach to portfolio construction, preferring discretionary management while retaining the capability to place clients in non-discretionary strategies when requested.

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Public Holdings

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Location & Offices