Get In Touch

Let's Start a
Conversation

Whether you're ready to engage or just exploring your options, our advisors are here to help with no pressure and no obligation.

General Inquiries
hello@meridiancapital.com
New Client Consultations
(800) 555-0100
Existing Clients
(800) 555-0199
Office Hours
Monday – Friday, 8:00 AM – 6:00 PM ET

Our Offices

Miami, FL — Headquarters
1221 Brickell Avenue, Suite 4400
Miami, FL 33131
New York, NY
520 Madison Avenue, 32nd Floor
New York, NY 10022
Chicago, IL
875 N. Michigan Avenue, Suite 3100
Chicago, IL 60611
Schedule a Consultation

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A member of our advisory team will be in touch within one business day. We look forward to speaking with you.

Common Questions

Before Your Consultation

What is the minimum investment to work with Meridian?+
Our typical engagement begins at $500,000 in investable assets. For clients with $10M or more, we offer a dedicated Private Client experience with expanded services.
Are you a fiduciary?+
Yes. As a Registered Investment Adviser, we are legally and ethically obligated to act in your best interest at all times. We are fee-only and accept no commissions.
How does the onboarding process work?+
After your initial consultation, we conduct a comprehensive financial review, then present a personalized financial plan. Once approved, we handle the account setup and asset transfer — typically within 2–3 weeks.
Where are my assets held?+
Your assets are held at independent custodians — primarily Schwab and Fidelity. Meridian Capital never holds client funds directly, ensuring your assets are protected and separately maintained.
Can I keep my current advisor and still work with you?+
We're happy to work alongside existing advisors, attorneys, or CPAs in a coordinating or consulting capacity. Many clients retain us specifically to provide a second opinion or supplement their existing team.