Investing for a Rich Life

Realizing what you value.

Get Started

Who We Serve

We serve affluent families, successful savers, company leaders and business owners, typically with investable assets over $500,000. Our mission is to help clients reach their financial potential, so they can enjoy what they value most.

Wealth Management

Helping families protect, grow, and manage their wealth since 1983.

Learn more

Retirement Plan Services

Crafting thoughtful company retirement plans to attract & retain top talent.

Learn more

Financial Planning

Creating a pathway to realize what you value.

Learn More

 Client Login


Access your accounts anytime.

Learn More

Your Team

Get to know your experienced team of professionals.

Learn more

About Us

See how we’ve maintained our standard of excellence for over 40 years.

Learn more

Insights

Curated articles, videos, and more, for a financially savvier you.

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Learn More
Key Money Moments: 4 Times You Should Talk to a Pro

Key Money Moments: 4 Times You Should Talk to a Pro

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
Learn More
The Richest Man in Babylon

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Learn More

Contact Us.
p.501-663-7055 | info@MeridianIA.com

Thank you!
Oops!