WHY WE’RE DIFFERENT AND HOW IT BENEFITS OUR CLIENTS
One size fits all investments cannot possibly fit everyone. It’s why we only offer customized wealth planning and investment strategies. At Meridian Wealth Advisors, we are proud of the differences we bring to our clients – and the difference we can make in their lives. We present these distinguishing attributes here for your careful consideration.
EXPERIENCED AND CREDENTIALED WEALTH ADVISORS
Our experienced and credentialed wealth advisors, and dedicated client support staff, are committed to providing the highest degree of investment advice and responsive service.
OBJECTIVE INVESTMENT ADVICE
As an independent firm, we are purposely driven to provide objective, unbiased advice. We are under no pressure to sell any financial company’s proprietary products. As fiduciaries, we are required to act in your best interest.
We are compensated on a fee-only basis. It eliminates the inherent conflict of interest that can arise when an advisor’s income comes from selling financial products.
SERVING IN A FIDUCIARY ROLE
As a fiduciary, we have a responsibility to continually manage and monitor our clients’ investments and help ensure that they remain aligned with their ever-evolving financial situation.
A DISCIPLINED PROCESS
We employ a disciplined process to craft customized solutions designed to meet the needs of our clients. This process provides a structured framework for making decisions collaboratively and monitoring the outcomes over time.