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Sergio Ortiz Email
Portfolio Manager . Meridian Wealth Management
Lexington, KY
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Employees:
59Revenue:
$12.1MAbout
As an independent advisory firm, we are committed to putting our clients’ interests first. Our due diligence process is free from favoritism, and conflicts of interest, which is essential for identifying investment strategies that have the potential to deliver consistent long-term, risk-adjusted returns. Meridian focuses on each client's unique circumstances and dedicates itself to uncovering and understanding their goals and objectives. We coordinate all of the professional services required to design, implement, and monitor our clients’ financial plans and are committed to helping them pursue their long-term financial goals.Meridian Wealth Management Address
250 W Main St, Suite 3150Lexington, KY
United States