Meridian Investment Advisors Information

Meridian Investment Advisors has been providing wealth management and retirement plan solutions since 1983. Today, we proudly continue our legacy of thoughtful advice to clients across the U.S. Our mission is simple, to help our clients realize their financial potential. And we serve your best interests as a fiduciary, operating as a fee-only investment advisor registered with the Securities and Exchange Commission (SEC). Our interests are aligned with yours. Wealth Management - From the way your parents managed money to your vision for retirement, there are many factors impacting the way you view your wealth. We take the time to understand who you are, what you value and what you need from your financial partner. From there, we develop solutions that are as unique as you are. Retirement Plan Services - There’s a certain balancing act that comes with offering a retirement plan to employees. You want to provide them with a healthy foundation for their future retirement while keeping costs within reason for your business. We work with business owners to develop and maintain a retirement plan that provides an immense benefit to employees. In today’s competitive environment, benefits like an employer-sponsored retirement plan play an important role in acquiring and retaining top talent. Our independence allows us to customize your plan by selecting the right features, vendors and investment options that fit your business. Once a plan has been built, we work with participants to provide conflict-free advice offered in their best interest.