MERIDIAN WEALTH ADVISORS, LLC

Overview

Meridian Wealth Advisors, LLC is an independent, individual-owned registered investment adviser focused on serving individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, operating under a mix of percentage-of-AUM and fixed-fee billing. Meridian is SEC registered (2023) and identifies equities as its primary investment preference, with a clear tilt toward exchange-traded instruments as the core of client portfolios. The firm is not positioned as a multi-state adviser or pension consultant, and it does not characterize itself as an active ESG investor. Meridian’s business model centers on discretionary portfolio management — the bulk of client relationships allow the firm to implement and adjust portfolios directly — paired with comprehensive planning for its clientele. Industry affiliations include connections with accounting professionals, which supports tax-aware planning and ongoing reporting for the firm’s wealth management work.

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Public Holdings

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Location & Offices