Meridian Wealth Partners

Meridian Wealth Partners

Financial Services 11 employees
Employees
11
Contacts
1
Emails
1

Meridian Wealth Partners Overview

Industry
Financial Services
Employees
11
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Meridian Wealth Partners

We provide our clients with a comprehensive array of financial options and the trusted guidance to help them prepare for the future. We put the client first by utilizing our proprietary analytical system, the Progression of Wealth® financial planning. This revolutionary discipline connects the management of wealth to meaningful, personal goals. Dealing with multiple brokers, banks and institutions can create fragmented finances. At Meridian Wealth Partners, we offer a more holistic approach to better organize and manage your portfolio. You benefit from better informational reporting, oversight and analytics once your assets are managed by a single trusted advisor. In 2017, the revolutionary personalized planning process of HJ Wealth Management, LLC and the similar financial expertise of Meridian Financial Services combined to create Meridian Wealth Partners, LLC, all with the goal of further enhancing our client-first way of doing business.

Meridian Wealth Partners Contact Details

People in AeroLeads
4
With contact data
1
Email contacts
1
25.0% coverage

Meridian Wealth Partners Org Chart

Sample employees and titles
Name Title Contact
Anthony Perhacs, Mba Financial Planner at Meridian Wealth
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Daniel Mccusker, Cfp®, Mba, Aif® Director at Meridian Wealth Partners
Email
Garrett Smith Wealth Management Advisor at Meridian
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Liam Tatlonghari Associate Financial Planner at Meridian
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Employees by Management Level

Director 3 profiles
Individual contributor 2 profiles
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
Executive 2 2 1

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