Fiduciary

Meridian Wealth Management, LLC :Retirement Planning for First Responders

Lafayette, Louisiana

4.9 (70 reviews)
Call (337) 654-0608 Visit website →

About

Meridian Wealth Management is a fee-only fiduciary firm founded in 2010 that provides financial planning, investment management, and retirement planning services to individuals, families, high-net-worth clients, business owners, and institutional investors across multiple states. Operating from nine offices with over $4.8 billion in assets under management, the firm develops customized investment strategies and financial plans aligned with each client's specific circumstances and goals. Meridian employs a collaborative approach and specializes in serving niche markets including sports and entertainment professionals, non-profit organizations, and retirement plans.

Specialties

Fee structure

Fee-Only

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 7:30AM-4:30PM, Tuesday: 7:30AM-4:30PM, Wednesday: 7:30AM-4:30PM, Thursday: 7:30AM-4:30PM, Friday: 7:30AM-4:30PM, Saturday: Closed
SEC registered
No
0 selected
Compare →