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.

Capital Gains Tax When Selling Your Home

Capital Gains Tax When Selling Your Home

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
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Retirement Traps to Avoid

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.
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Where Is the Market Headed?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
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Contact Us.
p.501-663-7055 | info@MeridianIA.com

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