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.

Find That Lost Retirement Account

Find That Lost Retirement Account

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
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Choose Your Own Retirement Adventure

Choose Your Own Retirement Adventure

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
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Understanding Equity Compensation

Understanding Equity Compensation

Net Unrealized Appreciation and how it affects tax responsibilities.
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Contact Us.
p.501-663-7055 | info@MeridianIA.com

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