Wealth Management
Retirement Planning
Whether you're decades from retirement or already drawing income, Meridian Retirement helps you accumulate, transition, and distribute wealth with confidence.
Retirees Served
850k+
Plan Sponsors
12,000
Plan Assets
$420B
What's included
Secure your financial future.
- Traditional and Roth IRA strategies
- 401(k) rollover and consolidation
- Pension and lump-sum analysis
- Social Security optimization
- Healthcare cost planning
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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.
Income Strategy
Sustainable withdrawal plans designed for longevity.
Tax Efficiency
Roth conversions, location, and distribution optimization.
Medicare & Healthcare
Plans incorporating long-term care and Medicare timing.
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Investment Management
Discretionary and advisory portfolios across asset classes and risk profiles.
Learn morePrivate Banking
White-glove banking and lending for ultra-high-net-worth individuals.
Learn moreFinancial Planning
Holistic planning across investments, taxes, estate, and philanthropy.
Learn moreCommon Questions
Questions, answered.
Don't see your question? Our relationship bankers are available 24/7 to help.
Get Started
Get started with Retirement Planning.
Apply online in minutes, or speak with a relationship banker about your goals.