Meridian Wealth Management, LLC

Meridian Wealth Management, LLC Boutique Wealth Management From Trusted Fiduciaries

For the second year in a row, Citywire has ranked Meridian first in Kentucky on their “Top 50 Growers Across America” Li...
08/29/2026

For the second year in a row, Citywire has ranked Meridian first in Kentucky on their “Top 50 Growers Across America” List!

Click the link to check out the rankings and see what Citywire had to say.

Citywire is at the Heart of Wealth for professionals like you - decision-makers who invest more than $90tn in assets around the world, whether you are a financial adviser in the UK, a due diligence head in the US, a European fund selector or a private banker in Asia or South Africa.

Most account breaches don’t happen because passwords are “hacked.” They often occur because individuals unknowingly shar...
08/21/2026

Most account breaches don’t happen because passwords are “hacked.” They often occur because individuals unknowingly share information through phishing emails, fake websites, or fraudulent text messages.

Before responding to any unexpected communication:

✔️Verify the sender
✔️Avoid clicking unfamiliar links
✔️Contact your financial institution directly if something seems unusual

A few extra moments of caution can help protect years of financial planning.


Halftime check-in: how's 2026 treating your wallet? Take five minutes today to reflect: what's working, what's not, and ...
07/24/2026

Halftime check-in: how's 2026 treating your wallet? Take five minutes today to reflect: what's working, what's not, and what you want the second half of the year to look like financially.

Small course corrections now could save you headaches in December. Ready to map out your next steps? Let's talk.

07/08/2026

Young Americans are taking financial planning more seriously than ever. Here are some interesting points from a new study conducted by the FINRA Foundation and CFA Institute.

Whether you’re 25 or 55 creating a long-term investment strategy can make a meaningful difference in achieving your goals.

We believe that big goals require the right team. At Meridian, we give advisors the flexibility, support, and resources ...
05/29/2026

We believe that big goals require the right team.

At Meridian, we give advisors the flexibility, support, and resources they need to focus on what matters most—serving clients and growing their business.

If you are interested in joining our team of advisors, you can reach out using the contact information in our bio!

05/20/2026

Earning your degree is an incredible achievement—and while this moment deserves celebration, it also marks the start of an exciting new chapter. It’s natural to begin asking: “What’s next?”

As you step into the job market, here are a few important things to keep in mind. Thoughtful planning, staying open to opportunities, and being intentional about your next steps can make all the difference as you begin building your career.

The path ahead may feel uncertain at times, but it’s full of potential. Embrace the journey—you’re just getting started.

FORBES BEST-IN-STATE 2026 | Forbes just released their list of “best” advisors by state and three of our advisors were a...
05/07/2026

FORBES BEST-IN-STATE 2026 | Forbes just released their list of “best” advisors by state and three of our advisors were at the top of the list. Help us congratulate our advisors for this achievement!

Advisory services offered through Meridian
Wealth Management LLC, a Registered Investment Advisor. For more information, please visit our website www.meridianwealthllc.com.

Award Disclosure:

According to Forbes, the ranking of America's Top Wealth Advisors and Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients

Thinking about investing but not sure where or when to start? These questions are valid—and, in our experience, they exp...
03/12/2026

Thinking about investing but not sure where or when to start?

These questions are valid—and, in our experience, they explain why people often choose to work with a fiduciary financial advisor who can thoughtfully manage risk and seek to offer peace of mind through any market conditions.

Your financial life doesn’t exist in silos — and neither should your advisors. Our collaborative approach keeps every pi...
03/04/2026

Your financial life doesn’t exist in silos — and neither should your advisors. Our collaborative approach keeps every piece connected.

When your entire team is in sync, we believe your plan becomes stronger, clearer, and more efficient.

Address

100 W Main Street, Suite 450
Lexington, KY
40507

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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