Meridian Capital Partners is an independent investment firm dedicated to thoughtful wealth management, disciplined investing, and enduring client relationships built over decades.
For more than twenty-five years, Meridian Capital Partners has served as a trusted advisor to families, individuals, and institutions seeking clarity and conviction in their financial lives.
Founded on the belief that investment success flows from discipline, not prediction, we build portfolios designed to endure across market cycles. Every decision is grounded in rigorous research, a long-term horizon, and an unwavering focus on our clients' objectives.
With over $2.8 billion in assets under management, we remain independent and wholly focused on what matters most: preserving and growing the wealth entrusted to our care.
Every engagement begins with a deep understanding of your goals, values, and circumstances. From there, we craft a tailored approach.
Holistic financial planning and portfolio oversight designed around your unique objectives, risk tolerance, and time horizon.
Learn more →Institutional-grade portfolio construction across public equities, fixed income, alternatives, and private markets.
Learn more →Thoughtful strategies to preserve your wealth across generations, minimize tax exposure, and honor your philanthropic vision.
Learn more →Comprehensive retirement planning that aligns your financial resources with the life you envision in the years ahead.
Learn more →We are entirely independent, with no proprietary products or conflicts of interest. Our only allegiance is to our clients.
We reject market timing and short-term speculation. Our process is built on patience, evidence, and the power of compounding.
Our clients work directly with senior partners. We are accessible, transparent, and committed to your success over the long arc of your life.
"The stock market is a device for transferring money from the impatient to the patient."
Our partners bring decades of collective experience from leading financial institutions and a shared commitment to client-first advice.
Over 30 years guiding families and institutions. Formerly Managing Director at Goldman Sachs.
25+ years leading institutional portfolios. Previously CIO at Wellington Management.
20 years advising ultra-high-net-worth families on comprehensive wealth strategies.
18 years in trust and estate law. Deep expertise in multi-generational wealth transfer.
Whether you are evaluating a new partnership or have a specific question, we would be honored to hear from you.
Our team is available Monday through Friday, 8:00 AM to 6:00 PM Eastern Time. We look forward to learning about your goals.
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