Founded in 2016 by a team that broke away from a larger financial institution, 6 Meridian is an independent, partner-owned wealth management firm. It operates as a fiduciary, prioritizing clients' best interests through a comprehensive, planning-first approach. The firm specializes in creating customized financial strategies that cover investment management, retirement planning, estate planning, and risk management for a clientele of high-net-worth individuals, business owners, and families.

Founded in

United States