Do you think Meridian could be your next move?
Meridian Wealth Management, LLC
投资管理
Lexington，Kentucky 712 位关注者
Wealth Well Managed, Life Well Lived
关于我们
As an independent advisory firm, we are committed to putting our clients’ interests first. Our due diligence process is free from favoritism, and conflicts of interest, which is essential for identifying investment strategies that have the potential to deliver consistent long-term, risk-adjusted returns. Meridian focuses on each client's unique circumstances and dedicates itself to uncovering and understanding their goals and objectives. We coordinate all of the professional services required to design, implement, and monitor our clients’ financial plans and are committed to helping them pursue their long-term financial goals.
- 网站
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https://meridianwealthllc.com/
Meridian Wealth Management, LLC的外部链接
- 所属行业
- 投资管理
- 规模
- 51-200 人
- 总部
- Lexington，Kentucky
- 类型
- 合营企业
- 创立
- 2009
- 领域
- Investment Management、Advisory Services、Wealth Management、Fiduciary、Private Client Services、Family Office、Retirement Planning、Financial Planning、Stock Options、Succession Planning、Insurance and Long Term Care和Annuities
地点
Meridian Wealth Management, LLC员工
动态
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Educating and inspiring the passionate next generation of leaders interested in the world of business and finance is an honor. Thank you to the University of Arizona Eller College of Business for partnering with Meridian to do just that! This month our Tucson Team spent time hosting students in the Meridian office for an Industry Experience and spoke at the UA Financial Planning Club! Go Cats! Natalie Fernandez Lee & Jake Blumenthal
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Let Meridian take the worry out of retirement! https://lnkd.in/duxvDKv
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We would like to welcome J. Taylor Davis and his team, IronGuide, to Meridian Wealth Management!
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Meridian Wealth Management, LLC转发了
Our team at Meridian Wealth Management, LLC was featured in the June 2024 TOPS issue. Check us out at the link below or pickup a copy around town! Peter McFarland Jeremy Chase, AAMS? Lauren Hazard
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Here at Meridian, we feel it is our honor and duty to promote financial literacy. We understand the importance of the knowledge and expertise we are able to share. Yesterday, we took this mission to the next level, all the way to Wall Street! Meridian came together with Arizona football and insiders at the New York Stock Exchange to create a special day for a special few athletes. With NIL deals on the rise, the urgency to prioritize education surrounding finances for young athletes is more important than ever. Our president Natalie Fernandez spearheading this initiative with her direct work at the University of Arizona. We are excited to be a part of affecting positive change in this new wave of opportunity! Thank you to Peter Costa for coordinating this amazing experience and all those who made the day possible!
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“Live Nation: Undervalued And Holding Till A Breakout” Live Nation Entertainment has been recognized as a high quality long-term investment opportunity by Morgan Stanley. They have an incredible reach when it comes to a diversified consumer, with over 120 million fans in nearly 50 countries and over 40,000 events hosted annually. U.S. investigations into LYV's alleged anti-competitive practices have held the stock down, but reports suggest they may be coming to a conclusion, with minimal impact on the company. You can learn more about Jake’s own thoughts and opinions on the stock and the overall market in his new article, exclusively on Seeking Alpha, where you can read, like, and leave a comment. His articles are intended to spark investment ideas and interest in investing. He shares his research and opinions to help educate others about companies they may find interesting or use everyday. Article Link: https://lnkd.in/ebadbgxC Written by Jake Blumenthal, an advisor and portfolio Analyst here at Meridian.
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“Frappuccino Frenzy or Frothy Frizzle? Why Starbucks is on sale Starbucks has achieved one of the strongest brands in the world, built on coffee. They boast over 32 million 90-day active members on their mobile app and 21 million in China, who utilize one of their 38,000 stores worldwide. However, concerns linger about their exposure in China, which has caused the stock to stall. You can learn more about Jake’s own thoughts and opinions on the stock and the overall market in his new article, exclusively on Seeking Alpha, where you can read, like, and leave a comment. His articles are intended to spark investment ideas and interest in investing. He shares his research and opinions to help educate others about companies they may find interesting or use everyday. Article Link: https://lnkd.in/e8R33M3m Written by?Jake Blumenthal an advisor and portfolio Analyst here at Meridian.
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“Charles Schwab: Is It Too Late To Buy?” Charles Schwab: is a top-tier investment services firm with exceptional brand awareness and a trusted reputation. The company recently completed a merger with TD Ameritrade, expanding its offerings and platform and arguably is better positioned than ever before. Schwab's stock has rallied 18.5% in the past six months, yet is still down 19% in the past year. Learn more about Jake’s own thoughts and opinions on the stock and overall market in his new article exclusively on seeking alpha where you can read, like, and leave a comment. His articles are intended to spark investment ideas and interest in investing. He shares his research and opinions to help educate others about companies they may find interesting or use everyday. Article Link: https://lnkd.in/dcfb6986 Written by?Jake Blumenthal ?, an advisor and portfolio Analyst here at Meridian.
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