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President’s Letter

Welcome to our website. I’m delighted that you’re interested in Meridian Trust. As an original founder of Meridian Trust, I set out to create an investment firm that was not simply a copy of other financial institutions, but instead a company aspiring to elevate every aspect of its business to the highest level, or “Meridian.” From employing the best and brightest to providing a level of service, transparency, and integrity that engenders deep trust and loyalty from our clients, we set our standards high. We continuously monitor our success in each area and adjust course as needed. We won’t, however, deviate from our founding principle of providing prudent counseling to control risk and preserve our clients’ assets. We believe the more you know about Meridian Trust, the more you’ll appreciate the differences, large and small, that set us apart from others. We realize that financial security means different things to each of us, but a common thread is peace of mind. Meridian Trust can help you reach your financial...

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