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Finances figured out for you
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Meridian Venture Partners

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

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.

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.

Guides that help you grow

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

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