Meridian Wealth Management, LLC Email Format

Investment ManagementKentucky, United States51-200 Employees

Meridian Wealth Management, LLC is an independent investment management advisory firm based in Lexington, Kentucky. It emphasizes acting in clients' best interests, with a due diligence process designed to be free of favoritism and conflicts of interest to identify strategies that aim for long-term, risk-adjusted returns. The firm focuses on each client's unique circumstances and coordinates the professionals needed to develop and execute financial plans and to monitor progress toward stated goals.

Operating in the investment management industry as an independent advisor, Meridian provides holistic, tailored guidance aligned with each client's objectives. In 2025 the firm was recognized by Forbes as a Top RIA Firm. That year Meridian entered into a relationship with Merchant Investment Management to support growth and talent acquisition.

Sign up for free to view info

Company overview Employee directory