Meridian Financial Services, Inc.

Overview

Meridian Financial Services, Inc. is a small, independent registered investment adviser focused on serving individuals and families. The firm leans heavily toward equity-based solutions, using exchange-traded equities as its primary vehicle and running separately managed account (SMA) strategies alongside traditional advisory wrappers. Meridian combines portfolio management with financial planning and insurance intermediation — it operates as both an insurance broker and an accountant, which shapes how it implements client solutions (for example, annuity placement and tax-aware portfolio construction). Feeing is a mix of percentage of assets under management and hourly charges, reflecting a hybrid advisory model that supports both ongoing portfolio management and project-based planning work. Meridian’s client base is concentrated: a relatively small number of clients and accounts, with personalized, high-touch service consistent with an independent RIA run by an individual owner.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices