Meridian Wealth Management of Michigan

Chart Your Meridian

Through tailored and timely financial and investment advice, we help clients succeed financially and work toward their life goals.

2024 Forbes Best in State Wealth Management Team

We are pleased to announce that Meridian Wealth Management of Michigan was recognized on the 2024 Forbes Best-in-State Wealth Management Teams List. This recognition serves as a reminder that we are committed to working every day toward the financial success of our clients.

Source: Forbes.com. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22-3/31/23. The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. 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.

Your Goals and Dreams, Our Guidance.

You are pursuing your financial goals and deserve someone who can help you with advice and guidance. We are here to listen and help you plan for your future with confidence. Let us help you develop an investment strategy that is flexible and tracks your goals.

Learn more about our practice.