About Us

Meridian Financial is recognized in the wealth transfer, executive benefits, and wealth management markets thanks to our unique approach of blending traditional values with modern solutions. Through the relationships established with major product manufacturers, including John Hancock, Nationwide, Pacific Life, Prudential, TIAA-CREF Life Insurance Company, and Unum, and the industry leading support of M Financial, Meridian Financial is positioned to deliver customized insurance, benefits, and investment solutions to help meet the complex needs of their clients.

Meridian Financial is excited to partner with M Financial in offering innovative financial solutions to the ultra-affluent and corporate markets. M Financial was founded on the principle that “off-the-shelf” products often do not meet the needs of the ultra-affluent and corporate markets. For more than 35 years, M Financial has worked closely with some of the nation’s most prestigious insurance carriers and investment firms to pioneer some of the industry’s most innovative solutions.