Meridian Investments
Meridian Investments is a financial planning and investment management firm located in Atlanta. Our foundation is built upon helping clients achieve their long-term financial goals, and we take every necessary step to assure that happens. We believe education is the key to long term financial success, and part of our strategy is informing you and making sure you understand how the financial strategy we develop will help achieve your goals. We want you to be confident that you’re heading in the right direction.
We pride ourselves on our high ethical standards. We promote teamwork, integrity, trust and professionalism, and we have a level of customer service you won’t find at any other firm. As a proud member of the CFA Institute, all of our advisors sign an annual statement in which we agree to follow the CFA Institute Code of Ethics and Standards of Professional Conduct.
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