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.

Money that Buys Good Health is Never Ill Spent

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.
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Steps to Protecting a Child with Disabilities

Steps to Protecting a Child with Disabilities

Planning for children with special needs can be confusing but by working together, we can help navigate those challenges.
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Put It in a Letter

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.
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Contact Us.
p.501-663-7055 | info@MeridianIA.com

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