Meridian Financial LLC

Meridian Financial LLC is a boutique multi-family office offering a full range of family office services, including life events and lifestyle management. We tailor these services to our clients, who determine their set of custom services, reporting metrics, preferred delivery of information, frequency of conversations, and lifestyle project needs. As a result, clients gain increased clarity, greater confidence, the comfort of a trusted partner, and ultimately greater time freedom. Learn more at meridianfinllc.com

Life event transitions,budgeting,financial education,tax and estate structures,philanthropy,real estate,succession/contingency,specialty asset,advisor coordination,bill pay,account security,bookkeeping,records retention,liquidity management,expense discrepancy analysis,credit monitoring,custom reporting,and tax document organization

Meridian financial llc operates in the Financial services industry.

Meridian financial llc's revenue is 11m - 100m

Meridian financial llc has 11 - 50 employees.