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.

A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
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Inflation and the Real Rate of Return

Inflation and the Real Rate of Return

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
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Saving for College

Saving for College

This calculator can help you estimate how much you should be saving for college.
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Contact Us.
p.501-663-7055 | info@MeridianIA.com

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Meridian Team