Meridian Investments Employee Directory

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.

Find Meridian Investments employees' phone numbers or email addresses

Meridian Investments Global Highlights

Location
Employees

North America
3

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  • United States Of America
    3

Meridian Investments's Leadership

  • Stylized image of a person
    M. F.
    Partner And Principal Wealth Manager
    Phone icon
  • Stylized image of a person
    C. M. F.
    Phone icon

Meridian Investments Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Meridian Investments

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. F.
    Partner And Principal Wealth Manager
    Phone icon
    United StatesGeorgia
    Apr 16, 2026
  • Stylized image of a person
    C. M. F.
    Phone icon
    UNITED STATES
    Mar 07, 2023

Frequently Asked Questions

What is Meridian Investments known for?

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Meridian Investments was founded in 2011 operates in the Financial Services industry. The company's main headquarters is located in 400 Galleria Parkway Suite 1500 Atlanta, Georgia 30339 United States. Explore Meridian Investments's company overview page for more information.

What is Meridian Investments's most common email format?

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Meridian Investments employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Meridian Investments email formats with LeadIQ.

How many employees does Meridian Investments have currently?

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Meridian Investments has approximately 2 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Meridian Investments's key employees and leadership?

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As of April 2026, Meridian Investments's key employees include:

  • Partner And Principal Wealth Manager: M. F.
  • : C. M. F.

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