Meridian Financial Associates has been strategically designed as a platform for advisors to simply plug in and operate.
Our view is that our platform needs to consistently provide value for you as the advisor or why stay?
Philosophy
The client experience is at the core of everything you do. We understand you are at your best when your energy is utilized at supporting your clients and creating strategies to enhance their lives. We have developed the following structure to remove the friction from your business and serve you in becoming the most successful version of you.
Structure
Business Development
- Comprehensive training in house, outsourced systems, nationally recognized speakers and industry experts
- Marketing development and growth strategies
Investment & Insurance strategies
- Hybrid RIA-Broker/Dealer Model to allow for most comprehensive client servicing
- Propriety and Brokerage Insurance from highest rated insurers
Technology
- Cloud based systems (CRM, File Retention, Client Servicing Tools)
- Comprehensive Wealth Reporting through Albridge Wealth Reporting
- Living Balance Sheet® through eMoney
Operations
- Team support of office/back office functionality
Compliance
- Full service regulatory experts and compliance support
Business Continuation
- Business succession strategies and financing to ensure the continuation of your business
Learn More
We are looking to expand our team with the right people. If you are passionate, collaborative, and want to work in an environment that allows you to make a difference with professional autonomy and personal freedom... reach out to us and share why you want to work in wealth management or why you would like to work with our firm?