Meridian Financial Advisory

dian is completely free to choose the investments it believes are best suited to meet its clients specific needs during each life stage. Meridian is singularly focused on helping you achieve your financial goals. Meridian also wants to be a foundation for you to lean upon during times of market distress and to filter out the noise and commotion during periods of uncertainty.
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Meridian is proud to announce it entered into a partnership with invesco (who manages $770 billion in client assets) to together develop and deliver powerful personalized investment solutions that consistently deliver higher risk adjusted returns. Some of our most commonly-used portfolio models are composed of low cost tax efficient ETFs sponsored by multiple managers capitalizing on the best-of traditional market cap weighted indices with limited strategic use of smart beta funds to minimize volatility and add diversification improving Sharpe ratios. By leveraging Invesco's global solutions team's resources, Meridian decided upon solutions it believes will best meet its clients needs. Meridian's principal service is providing investment advisory services. The Advisor practices custom management of portfolios, on a discretionary basis, according to the client’s objectives. It also provides ongoing and regular review of client accounts. Meridian seeks to develop an optimal portfolio to maximize total risk adjusted returns and in a manner suitable to client's financial profile (objectives, resources, needs, time horizon, risk profile and preferences).