Wealth Management
Financial Planning
Our financial planners work alongside your portfolio manager to design a comprehensive plan that addresses every dimension of your financial life.
CFP®
85% of team
Plan Update
Annual
Avg Plan
120 pages
What's included
A blueprint for your future.
- Cash flow and retirement modeling
- Tax planning and projections
- Estate and gifting strategy
- Philanthropic and impact planning
- Annual plan reviews
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Most applications complete in under 7 minutes. Funding available within one business day for qualified applicants.
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1-800-MERIDIANThe Meridian difference
Designed for clients who expect more.
Integrated Approach
Plans coordinated with tax, legal, and family advisors.
Scenario Modeling
Stress-test outcomes across markets and life events.
Generational View
Plans designed across multiple generations and entities.
Also explore
Other wealth management solutions
Common Questions
Questions, answered.
Don't see your question? Our relationship bankers are available 24/7 to help.
Get Started
Get started with Financial Planning.
Apply online in minutes, or speak with a relationship banker about your goals.