Independent wealth management built on the conviction that high-net-worth families deserve conflict-free advice, personalized attention, and institutional-quality investment management.
About MERIDIAN
A Decade of Fiduciary Service
Our Team
All people shown are fictional personas created for demonstration use.
Meridian N. Mitchell
Founder & Principal
20 years in wealth management.
Sarah B. Thompson
Director of Operations
CFA, CFP.
Core Principles
Fee-Only Structure
No commissions, no product sales. Our only incentive is your success.
Fiduciary Standard
We are legally bound to act in your best interest at all times.
Personalized Attention
Each advisor serves a limited number of families for focused, responsive service.