Meridian Wealth Management, LLC

09/11/2026

If the answer is no, you may own a portfolio designed for thousands of people instead of one designed for you.

Though some investors use model portfolios and they have the potential to produce above average results, at Meridian, personalization is the differentiator.

We believe an advisor should:

✅Optimize for taxes
✅Account for concentrated stock positions
✅Coordinate with your CPA, attorney, & other professionals
✅Adjust for your specific goals & cash flow needs

In our practice, wealth management isn't just about picking investments. It's about aligning investments with your financial goals.

09/04/2026

Market volatility can remind us that uncertainty is inevitable, but panic is optional. In times of market volatility, perspective can offer peace of mind. Staying disciplined, diversified, and focused on long-term goals has historically helped investors navigate uncertainty and reach their financial goals.

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.

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.

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.

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.

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

03/24/2026

Visit AdvisorHub to read our latest press release, where our Founder and CEO, Greg Couch, shares his insights on the conversations among advisors today and how they may be shifting.

https://www.advisorhub.com/resources/independence-with-intention-how-advisors-should-think-about-ownership-and-scale/