For well over a decade Meridian has planned and managed my investments with outstanding results and unparalleled personal service. Their unique team truly cares about not only my financial goals, but my day-to-day life and have provided ways to achieve my long-term goals while enjoying today. I have 100% confidence in their sound advice and have recommended their services to many friends and family members, all of whom have been equally satisfied. Rest assured, you will be in very good hands with Meridian!

- DeAnn Smith on 08/14/2017

I was forced to take early retirement during the “Great Recession.” Thankfully the financial plan and recommended portfolio assets (designed and managed for me by Meridian) has made this life passage and transition worry free. Meridian is the most unique independent financial planning and investment advisory service that you will ever meet. It doesn’t matter where you are on your life’s path you owe it to yourself to speak to these people. They will help you discover any gaps in your current funding objectives (short term, long term, or emergency contingency) and recommend a strategy to fix it if it needs fixing.

- Larry G on 08/03/2017

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Proudly Serving: Farmington Hills, West Bloomfield, Birmingham, Bloomfield Hills, Troy, MI