Meridian Wealth Partners
Financial Services
11 employees
- Employees
- 11
- Contacts
- 1
- Emails
- 1
Meridian Wealth Partners Overview
- Website
- meridianwealthpartners.com
- Industry
- Financial Services
- Employees
- 11
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Anthony Perhacs, Mba | Financial Planner at Meridian Wealth | Philadelphia, Pennsylvania, United States |
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| Daniel Mccusker, Cfp®, Mba, Aif® | Director at Meridian Wealth Partners | Plymouth Meeting, Pennsylvania, United States |
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| Garrett Smith | Wealth Management Advisor at Meridian |
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| Liam Tatlonghari | Associate Financial Planner at Meridian | Flourtown, Pennsylvania, United States |
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Employees by Management Level
Director
3 profiles
Individual contributor
2 profiles
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 2 | 2 | 1 |
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