Investing for a Rich Life

Realizing what you value.

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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.

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Retirement Plan Services

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

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Financial Planning

Creating a pathway to realize what you value.

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 Client Login


Access your accounts anytime.

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Your Team

Get to know your experienced team of professionals.

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About Us

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

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Insights

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

AI Tools Changing Retiree Entrepreneurship

AI Tools Changing Retiree Entrepreneurship

The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
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Orchestrating Your Retirement Accounts

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
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Retirement Accounts When You Change Your Job

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.
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Contact Us.
p.501-663-7055 | info@MeridianIA.com

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