Wealth Management Services

Investment Management

Retirement Planning

Education Planning - 529 plans, custodial accounts, etc.

Small Business Retirement Plans - 401k, Simple IRA, SEP IRA, etc.

Life Insurance, Long Term Care Insurance, Disability Insurance

Estate Plan Coordination with your attorney

Tax Planning & coordination with your accountant

Consolidated Performance Reporting

Online Account Aggregation (investments, 401k plan, bank accounts, loans, etc.)

Meridian Financial Group is a comprehensive wealth management firm located in Glen Carbon, Illinois serving a client base which includes corporate executives, business owners, medical professionals, retirees, etc. As an independent firm, Meridian Financial Group has the ability to offer a wide variety of investments and insurance products based on the individual needs of their clients.

Mission Statement

To serve as a Financial Quarterback for our clients by providing comprehensive financial services and coordinating activities with their other professional advisors. We hope to provide our clients with peace of mind and more free time to focus on their primary business or with family and friends.