Additional information

Overview:

Meridian Advisory Services, LLC is a personal and business fee-only financial planning service. Meridian's approach provides a customized, detailed process to allow a step- by- step execution of the customer's financial plan.

By incorporating our 30 years of experience, we assist clients in the financial planning process to enable them to achieve their lifetime goals. We also support the client in monitoring progress toward achieving their plan. If personal situations change, we reevaluate and modify the customer's plan to adjust to their revised objectives. Since we are a "fee-only" planning service, we can provide an impartial recommendation concerning investment and insurance products available to support achievement of plan goals.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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