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Independence Powered By LPL Financial

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The Need For Competent, Objective Financial Guidance Has Never Been Greater

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Unbiased Guidance, Highly Personalized Service

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Intentionally Serving A Limited Number Of Clients

Meridian Wealth Management

Meridian Wealth Management was founded by experienced, accomplished financial professionals who want more for our clients than can be found at giant banks.

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The Partners

With a 360-degree perspective, I help clients to anticipate and prepare for life's events by skillfully managing investments...

Tanya R. Mathews, CFP®

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The Partners

My goal is to help my clients make informed decisions about risk and reward effectively distinguish between the possible...

David B. Hansen

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The Partners

The sequencing and consistency of returns matter, and losses are much more damaging than gains are beneficial...

Richard “Chip” Mower, CFP®

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The Partners

As an investment advisor my number one priority is managing risks for my clients. To help them reach their goals I am...

Rich Weintraub, CFP ®

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Meridian News

Mid-Year Outlook 2014

As we expected, markets in 2014 have been less influenced by politics and policymakers than in 2013.

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Meridian News

IRS Sets 2015 IRA and 401(k) Limits

The Internal Revenue Service has announced the following retirement plan contribution.