About Us

A Registered Investment Advisor

Meridian Financial Group, Inc. is a Registered Investment Advisory firm specializing in financial planning, retirement planning consultation, and investment advisory services. Founded in February 1999 by enterprising partners, Meridian Financial Group seeks to develop long-lasting relationships with our clients, gaining their respect and trust. Our staff of financial professionals is dedicated to assisting our clients toward meeting their goals and dreams.

Business Relationships

Meridian Financial Group, Inc.’s focus in the business community is to assist businesses and their owners in creating a comprehensive financial foundation that aims to care for employees, key executives, and owners. Our firm consults with ownership, tailoring retirement plans, key employee, and ownership benefit packages specific to the company’s objectives. Companies working with Meridian Financial Group, Inc, have more than just a retirement plan, they have a retirement program. Our retirement programs can help our clients establish a competitive advantage when looking to continually attract, retain, and motivate quality employees and key executives. We put our knowledge and experience to work for our clients, providing value added services required in competitive retirement and key employee benefits programs. When the time comes to pass the torch and leave the business, our firm is ready to assist and support the transition of business ownership with succession planning, generating viable, beneficial exit strategies.

Individual Relationships

Meridian Financial Group, Inc. uses a needs based analysis approach as the basis for financial planning and consulting with clients. Foremost, we listen to our clients; their wants, needs, goals, and dreams. We analyze our clients’ financial condition and then apply their goals to obtain a “snapshot” of their current position. Through thorough examination, we give recommendations to assist our clients’ with pursuing their financial success. Our firm understands life is not static. There are numerous changes over the years. We are always available for our clients and have the ability to be flexible with our planning, making the appropriate updates and modifications when they arise.

Investment Advisory Services

At Meridian Financial Group, Inc., we take a methodical, disciplined approach to advisory services. Our firm collaborates closely with our clients, conducting financial planning, consulting, investment planning, and investment allocation. We conduct an introductory meeting to identify goals, priorities, preferences, and obstacles. Next, we review initial forecasts and take a deeper dive, obtaining additional information and refining the product. We now have a map charting a course to help navigate our clients towards their financial goals.

Meridian Financial Group, Inc. takes time to understand our client’s investment objectives, feelings towards risk and volatility, and their investment horizon. These factors, integrated with their financial goals, priorities, and current investment portfolios, facilitate the formation of a personalized investment strategy.

Meridian Financial Group, Inc. strives to forge lasting relationships with our clients by providing access to a team of financial professionals who understand the importance of their goals and needs. These relationships can only be formed by dedicating ourselves to providing the utmost in professional services. Throughout our partnership, we consistently review financial plans and investment strategies, keep clients informed, and communicate frequently. We believe this level of engagement has gained the respect and trust of our clients; a relationship that we feel is clearly recognized as unmistakably special by our clients.