Meridian Financial Partners

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Meridian Financial Partners We work closely with success-orientated individuals and businesses to achieve financial independence. https://advisors.massmutual.com/steve-rowan

We are registered representatives of and offer securities, investment advisory services and financial planning through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 100 South Fifth Street, Suite 2300, Minneapolis, MN 55402. Phone: (612) 333-1413. Meridian Financial Partners is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. We have representatives licensed to sell insurance in: AK, AZ, CA, CO, FL, IL, KY, MA, MI, MN, MT, NC, NJ, NY, OH, OR, SC, SD, WI and securities in: AK, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, LA, MD, ME, MI, MN, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, SC, SD, TX, UT, VA, WA, WI. David (Dave) Keller, Minneapolis, MN, CA Insurance License # 4236104.

As we head toward year-end, many families are thinking about how they’d like to give back. Whether you’re supporting a f...
10/12/2026

As we head toward year-end, many families are thinking about how they’d like to give back. Whether you’re supporting a favorite charity or exploring new ways to make an impact, it may be worth considering how charitable giving can fit into your overall financial strategy. Let’s connect and discuss your goals.

May this Yom Kippur bring peace, reflection, and renewal.
09/20/2026

May this Yom Kippur bring peace, reflection, and renewal.

As we approach the season of giving, charitable planning can look different for everyone, but one common theme is intent...
09/14/2026

As we approach the season of giving, charitable planning can look different for everyone, but one common theme is intentionality. That can include thinking
about timing, types of assets, and how giving can strategically fit into an overall
financial picture. Curious about what giving options could work for you? Let’s talk.

Wishing you and your loved ones a sweet, happy, and healthy Rosh Hashanah.
09/11/2026

Wishing you and your loved ones a sweet, happy, and healthy Rosh Hashanah.

Happy Labor Day! Hope everyone has a nice and relaxing weekend.
09/07/2026

Happy Labor Day! Hope everyone has a nice and relaxing weekend.

Estate planning isn’t only about transferring wealth, it’s about transferring intentions.Many families are starting conv...
08/17/2026

Estate planning isn’t only about transferring wealth, it’s about transferring intentions.
Many families are starting conversations earlier, thinking about how their values, priorities, and goals carry forward across generations. In many cases, the process can be just as meaningful as the outcome.

Let’s chat about how I can work alongside you on your estate planning goals.

As we’ve seen recently, global events can influence economies in unpredictable ways. Many long-term approaches emphasize...
07/13/2026

As we’ve seen recently, global events can influence economies in unpredictable ways. Many long-term approaches emphasize diversification across regions—recognizing different markets don’t always move in sync. Let’s work together to see if it may be
worth considering whether global exposure fits into your broader plan.

Let freedom ring! Happy Independence Day to all my fellow Americans.
07/04/2026

Let freedom ring! Happy Independence Day to all my fellow Americans.

Today we honor the care and resilience of fathers everywhere. Wishing you a wonderful day!
06/21/2026

Today we honor the care and resilience of fathers everywhere. Wishing you a wonderful day!

Address

1255 Gun Club Road
White Bear Lake, MN
55110

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