Broker Check

Investing for a Rich Life

Realizing what you value.

Get Started

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.

Learn more

Retirement Plan Services

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

Learn more

Financial Planning

Creating a pathway to realize what you value.

Learn More

 Client Login


Access your accounts anytime.

Learn More

Your Team

Get to know your experienced team of professionals.

Learn more

About Us

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

Learn more

Insights

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

Risk Perspective

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Learn More
Why do Renters Have to Save More?

Why do Renters Have to Save More?

How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.
Learn More
Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.
Learn More

Contact Us.
p.501-663-7055 | info@MeridianIA.com

Thank you!
Oops!