PensionmarkMeridien is a member firm of Pensionmark Financial Group, a national network of retirement plan consultants. The firm operates as a fiduciary, offering independent and objective guidance to institutional clients (plan sponsors) on managing their retirement plans. They also provide comprehensive wealth management and financial wellness services to individual clients and plan participants, aiming to improve retirement readiness and overall financial health. Their history is rooted in providing specialized expertise in the complex retirement plan landscape.

Founded in

United States