Services Offered

Personalized Investment Strategies

Tailored investment plans designed to align with your financial goals and risk tolerance.

Retirement Planning

Comprehensive retirement solutions to help you save, invest, and plan for a secure future.

Fee Transparency and Risk Management

Clear explanations of fees and risks, ensuring you make informed financial decisions.

Financial Goal Analysis

In-depth consultations to understand and map out your long-term financial objectives.

Ongoing Client Support

Prompt follow-ups and continuous guidance to keep your financial plan on track.

Reviews

5(2 reviews)

L

Larry Shead

via Google

2 months ago

"Working with Jeremy has been a game‑changer for my finances. She took the time to understand my long‑term goals and explained complex investment strategies in a way that was easy to grasp. I appreciate his transparency about fees and risks, and he always follows up promptly when I have questions. Thanks to his guidance, I feel more confident about my retirement plan and have already seen steady progress toward my savings targets. I highly recommend her to anyone looking for personalized, trustworthy financial advice."

S

Southern Elementary PTA

via Google

over 8 years ago

MW

Meridian Wealth Management, LLC

Name: Meridian Wealth Management, LLC
Address: 100 West Main Street, Lexington, KY, 40507, US
Telephone: (859) 543-4516
Price range: $$$
Rating: 5

Your trusted partner for personalized financial strategies and wealth growth.

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financial-advisor

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About Meridian Wealth Management, LLC

Meridian Wealth Management, LLC is a premier financial advisory firm based in Lexington, KY, dedicated to helping individuals and families achieve their long-term financial goals. We specialize in personalized investment strategies, retirement planning, and transparent fee structures, ensuring clients feel confident and informed. With a 5-star rating and a commitment to exceptional service, we provide trustworthy, tailored advice to build and protect your wealth for the future.