Log in
Get Started
Log in
Get Started

Elevate your vantagepoint

Finances figured out for you
See us in action
0:00
0:00

Meridian Venture Partners

See us in action

Get expert advice and access to smarter, simpler ways to save and invest all in one place.

See our Company Crusade

Work with a MVP Guide who understands you.

Get Organized, Optimized and on track to hit your goals in no time.

Fiduciaries First
Investments
Tax Planning
Insurance

A partner and a platform

that make money simple.

Take control of your finances with expert human help and a single intuitive place to track it all.

Your Partner in progress

Our Guides are supportive and skilled IAR Pros. Expect personalized advice that leads to quick action.

Learn More

Your Place for peace of mind

Talk about, track, save, and invest your money all in one place. Know where you are and love where you're going.

Get Started

Guides that help you grow

Talk to someone who understands you and your money. Make progress and feel empowered.

How it works
Who are Guides

Victor E.

Victor H. Espino

Chief Executive Officer

The point of using dummy text for your paragraph is that it has a more-or-less normal distribution of letters. making it look like readable English.

CRD:

Book a time

Tiffany D.

Tiffany R. Delarosa

Chief Operations Officer

The point of using dummy text for your paragraph is that it has a more-or-less normal distribution of letters. making it look like readable English.

CRD:

Book a time

Richard D.

Richard F. Delarosa

Chief Business Officer

The point of using dummy text for your paragraph is that it has a more-or-less normal distribution of letters. making it look like readable English.

CRD:

Book a time
Choose Your Guide

Guidance

Talk to a human. An expert. Your financial MVP.

  • Dedicated advice and support on all financial aspects from a MVP Guide.
  • 1-to-1 video sessions focused on organizing your finances, building wealth, and making real progress.
  • Ongoing progress check-ins, quick syncs and anytime messaging.
  • A clear blueprint to hit your goals with simple steps that your Guide helps you implement.
Tell me more

Invest

A Smarter way to start or scale your investing.

  • Portfolios built by experts, an investment approach tailored to you.
  • Access to multiple Investment platforms that aligns with your level of experience and risk tolerances.
  • Advice from your MVP Guide at every step.
  • No investment minimums - start with as little as $1. In certain cases, 0% Management Fees.
Tell me more

Save

Earn on average 10x more on savings set up for your goals

  • A simple but effective user interface makes it easier to save.
  • Have access to a 4.35% APY savings account, more than 10 times the national average*.
  • Automated transfers that power your progress.
  • Stop second guessing milestones with dedicated savings spaces for all of your specific goals.
Tell me more

I’ve worked with many financial advisors over the years, but none have been as dedicated and thorough as the team at Meridian. Their deep understanding of complex financial strategies and wealth management has been invaluable. From tax planning to investment diversification, they've helped me optimize my portfolio while keeping my long-term goals in focus. I trust Meridian to provide expert guidance every step of the way.

Larry D.

RETIRED CLIENT

Our members make moves

Working with Meridian has been a game-changer for my life. As a small business owner, managing cash flow and investment strategies can be overwhelming, but their expert team made everything so much easier. They took the time to understand my unique needs and provided tailored financial solutions that have helped me grow my business and plan for the future.

Kate S.

BUSINESS OWNER

I never realized how much I was missing out on until I started working with Meridian. From budgeting and savings to smart investment strategies, their team helped me set clear financial goals and showed me exactly how to achieve them. I now feel more in control of my finances than ever before, and I know I have a trusted partner for my financial future. Thanks again!

Jeremy F.

PROFFESIONAL CHEF

As someone who is planning for retirement, I was unsure where to start with investments and saving for the long term. The team at Meridian took the time to explain everything in a way that made sense to me. With their help, I now feel confident that I’m on track for a secure and stress-free retirement. Their personalized approach and attention to detail have made all the difference!

Jennifer G.

LAWYER

Fiduciary advice at a fraction of the cost.

What if you could get better option and guidance on your money with a person that can help you with all of life's financial opportunities?

Start with the Basic Brief

$99

We will prepare a proprietary 10 page report that will give you insight on where you can