Being designated as RIA, Meridian Wealth Management will now be able to develop more flexible investment strategies for clients to include more customized solutions for their financial planning needs.
On the development, the founding partner, Richard Mower said: "This designation streamlines the way in which we are able to adapt to changing client circumstances, tax laws and market conditions. We can operate in the fullest, most autonomous way, allowing us to establish business practices that are always in the best interest of our clients."
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For being approved with the SEC, process includes requiring review and then acceptance of the firm’s policies and procedures, code of ethics, privacy policy, business continuity plan, experience, financials and disclosures.
Meridian Wealth Management provides unbiased investment advice and personalized service and is governed by an understanding of their client’s core values and investment objectives.
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