Independence Works

...for you and your employees

As the plan sponsor, employers have a built-in fiduciary responsibility to plan participants. When you select The Meridian Business Group as your partner, you will instantly share those responsibilities for the plan. As an independent investment advisory firm, The Meridian Business Group will help you shoulder the burden, make better decisions, and ensure that the proper checks and balances are in place.

• Investment Freedom: We'll never invest plan money in a company or mutual fund that pays us commissions. We choose investments because we believe they have long-term potential, not short-term sales bonuses.
• No Revenue-Sharing: Because we don't accept payments from third-parties, you'll know exactly where our recommendations and investment strategies are coming from.
• Open Architecture: We do not have any ties to service providers which means we are free to choose TPAs and custodians based on your goals and plan.

Learn more about the adviser that is results and process oriented.