Meridian Investments

Financial ServicesGeorgia, United States2-10 Employees

Meridian Investments is a privately held registered investment adviser and wealth management firm based in Atlanta, Georgia. It provides portfolio management, retirement planning, taxes, and trust services to individuals and families, seeking to align financial guidance with each client's objectives. The firm emphasizes a disciplined process and leverages global investment opportunities to support client outcomes, with a commitment to transparency and ethical standards.

The team holds professional designations including CPA, CFP, and CFA, reflecting a blend of tax, planning, and investment expertise. Meridian positions itself as an objective partner that aims to minimize costs while attempting to outperform benchmarks, tailoring strategies to each client’s financial situation. By focusing on clear, personalized guidance, the firm emphasizes building long-term relationships with clients.

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