Meridian Investment Management, Inc.

Overview

Meridian Investment Management, Inc. is a small, owner‑run advisory firm focused on fee‑based portfolio management for individuals, families and small businesses. The firm charges a percentage of assets under management and positions itself as a straightforward wealth manager rather than a capital allocator or institutional consultant. Meridian does not identify as an active ESG investor, is not registered as a multistate adviser, and does not provide pension consulting. Its stated advisory activity centers on discretionary portfolio management for individual and small business clients. The firm lists an industry affiliation with an accountant, suggesting planning or tax coordination is part of the service mix.

Assets & Accounts

Public Holdings

Investments & Alternatives