Our difference can be found in the details
Finding the right advisory team to serve as your trusted partner is essential for your financial independence and well-being. Here we shine a light on the ways we strive to stand out – and the reasons why you should give serious consideration to Meridiem Advisory Group.
A highly experienced team
Our team has amassed hundreds of years of financial experience and built a well-established reputation for serving families, individuals, companies and institutions throughout the South and further afield. There is simply no substitute for experience when serving the complex needs of our clients.
A multigenerational team
Our team has a multigenerational mix of financial advisors and support staff, giving us a greater perspective to understand and address the needs of each generation and the specific stages of life they are in. We engage in intergenerational financial planning and the transition of wealth from one generation to the next, ultimately working with future generations as it pertains to their own financial plans. We are more than happy to help our clients’ grown children and grandchildren with their financial lives.
A specialized focus on company 401(k) plans and institutional consulting
We are highly experienced in serving corporations and institutional clients, such as foundations, endowments and nonprofits. Whether it’s managing a company retirement plan or providing institutions with investment recommendations, we apply our in-depth knowledge to the important financial matters at hand.
Discretionary management approach
Discretionary investment management frees our clients from the burden of making day-to-day investment decisions on their own, which can arguably be better made by our qualified and experienced financial professionals who are attuned to the markets. As a result, our clients do not need to spend their time wrestling with investment decisions, freeing them to simply focus on enjoying their lives.
Comprehensive financial planning
The comprehensive planning we provide is purposely designed to address every aspect of your financial life. It’s a thorough approach that helps ensure that nothing is overlooked and that everything is being cohesively managed.
A disciplined planning process
Our team has a simple, commonsense approach to financial planning. We believe that using a thoughtful and disciplined process and educating our clients along the way can give them a greater ability to confidently pursue and make progress toward their goals.
Our sunny disposition
We build warm, personal relationships with our clients, staying in touch and making ourselves available to them whenever they need us. The trust and loyalty we have earned over time only further inspire our passion for doing everything in our power to serve our clients.
Our relationship with Raymond James
Raymond James, one of the largest independent financial services firms in America, gives us the freedom to offer objective advice based solely on what’s best for our clients. Unlike at other firms, there are no sales quotas or pressure to sell proprietary investment products. Raymond James also gives us access to its robust resources, cutting-edge technology and sophisticated investment tools and vehicles.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.