Meridian Financial Group

Overview

Meridian Financial Group operates as a corporation focused on providing financial advisory services primarily to individuals and families. The firm engages in portfolio management and offers pension consulting services, positioning itself as a registered representative of a broker-dealer. With a fee structure that includes a percentage of assets under management and commissions, Meridian Financial Group tailors its investment strategies to meet the unique needs of its clients, although it does not actively pursue ESG investments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices