Breeze Financial

In 2010, Meridian Wealth Management, LLC was founded to support clients and the advisors who serve them. The firm provides boutique wealth management and financial planning, with investment strategies tailored to clients' needs and goals. Its fiduciary approach includes professional prudence, attention to conflicts of interest, and fee transparency. For individuals and families, the firm develops investment and risk tolerance strategies that can adapt over time. It also serves athletes and entertainers, as well as businesses, nonprofits, and charities with financial asset management and investment strategy services. Meridian describes its work as collaborative, building customized plans around each client's financial objectives. The website says the firm serves clients in 48 states and has advisors in Kentucky, Arizona, Florida, California, Tennessee, Texas, Colorado, and Louisiana.