Carson Wealth

RUDE! Would never use!
Nov 25th, 2017

Merdian Advisory has handled both our finances and both of our parents. Trustworthy and honest.
Sep 4th, 2017

Meridian Advisory was recommended to me by a friend. I needed expert financial advice to help me with my investments, children's college planning and retirement. Jim and Neil listened to my goals and set up and implemented an investment strategy that I'm comfortable with and meets my requirements. Having Meridian Advisory on my side gives me the piece of mind that my investments are well taken care of no matter the market conditions.
Aug 8th, 2017

I was forced to take early retirement during the “Great Recession.” Thankfully the financial plan and recommended portfolio assets (designed and managed for me by Meridian) has made this life passage and transition worry free. Meridian is the most unique independent financial planning and investment advisory service that you will ever meet. It doesn’t matter where you are on your life’s path you owe it to yourself to speak to these people. They will help you discover any gaps in your current funding objectives (short term, long term, or emergency contingencies) and recommend a strategy to fix it if it needs fixing.
Oct 27th, 2016