About Us
Investments • Retirement • Insurance
We focus on crafting tailored investment and insurance strategies for high-net-worth individuals & families, corporations, non-profit organizations, financial institutions, and Qualified & Nonqualified retirement plan sponsors. In 1975 Meridien was established by seasoned investment professionals with over 100 years of collective industry knowledge.
5000
72
630
100
* As of 12/31/2024, the World Investment Advisors network of advisors and firms collectively provides support to over $72.7 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $56.2 billion.
Our Core Values
Be Client Centric
At Meridien, our clients are at the heart of everything we do. From the start, we’ve been all about creating great experiences and delivering results that truly matter. Our approach is simple: we build trust and loyalty by offering smooth, personalized service and always being accountable.
Be Loyal
Loyalty is at the core of how we build relationships—both with our team and our clients. Our team has worked together for years, bringing deep industry experience to everything we do. Our clients trust us because of our commitment, and many have become our biggest supporters.
Be Proactive
We believe in staying ahead when it comes to communication. When you come to us for services, we’ll keep you in the loop every step of the way. Following our ‘sundown rule,’ you’ll always get regular updates, so you’re never left wondering what’s happening. We’ll stay in touch until all your questions and concerns are fully addressed.
Be Reliable
No matter the size of the challenge, we’re always here to help. Whether it’s a big issue or something small, it’s our pleasure to offer the support you need. From start to finish, you’ll experience white-glove service every step of the way.