Dakota
Dakota
Book a Demo
Talk to an Expert

Meridian Wealth Partners

EST. AUM
$1,368,978,981

CONTACTS
2

CLIENT ACCOUNTS
2,105

Firm Details

Metro area Philadelphia
CRD Number 287768
Website meridianwealthpartners.com
Client types

Overview

Meridian Wealth Partners, LLC offers clients a comprehensive range of financial options and trusted guidance to prepare for the future. By prioritizing the client experience, the firm employs its proprietary analytical system, the Progression of Wealth® financial planning, which aligns wealth management with meaningful personal goals. Recognizing the challenges posed by dealing with multiple brokers, banks, and institutions, Meridian Wealth Partners adopts a holistic approach to organize and manage portfolios more effectively. This integration allows clients to benefit from improved informational reporting, oversight, and analytics through a single trusted advisor. Formed in 2017 through the merger of HJ Wealth Management, LLC and Meridian Financial Services, the firm is dedicated to enhancing its client-first philosophy.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy