Empowering Your Financial Independence since 1977.
*Forbes
BEST-IN-STATE
Wealth Management Team
2024
Our Story
Meridian Wealth Management embodies the spirit of community and continuity. Founded in 1977, our culture is based on the golden rule—treating our clients as we would want to be treated. Our roots are deep in Michigan where we are more than your advisors – we’re your neighbors.
This sense of community drives every decision we make, ensuring that we work side by side with you to meet your financial needs today, tomorrow, and beyond.
What We Offer
Whether you are a family focused on generational wealth planning and charitable giving, a high net-worth individual needing sophisticated financial solutions, a business owner seeking to enhance your business and personal wealth, or a foundation or endowment aiming to sustain and grow your philanthropic goals, we are here to help. As your neighbors and partners, we’re committed to guiding you through every financial phase of your life, helping to ensure each decision opens a door to a prosperous future.
Retirement
Planning
Helping to ensure your future with forward-thinking strategies.
Investment and Portfolio Management
Customized portfolios aligned with your risk tolerance and goals.
Estate and Legacy Planning
Tailored strategies to help preserve your legacy.
Endowment Asset Management
Strategic advice to sustain and grow philanthropic goals.
Business Retirement Plans
Manage retirement plans that benefit you and your employees.
Every Decision Shapes
Your Financial Journey.
Let Meridian Wealth Management help you navigate the path to a confident future.
*The Forbes Best-In-State Wealth Management Team (Michigan) rating was presented in January 2024 using data gathered from March 2022 through March 2023 by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. It uses a rating algorithm that is based on a measure of each team’s best practices, client retention, industry experience, compliance records, firm nominations, assets under management and revenue generated for their firm. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
