So Thankful
This week marks the 9th anniversary of Meridian Financial partners — as we prepared for our annual client event earlier this month, we all had a moment where the tremendous growth over the last 9 years became apparent…and was truly humbling that so many people choose to trust us with their family’s future.
We launched in September 2015 — just Nathan and I — and one support person. Meridian is now a team of eight talented individuals. Three partners who advise clients, two advisors who are quickly growing into leadership, an investment manager, and two client service specialists.
We’ve grown to manage over $485 million dollars for 525 families and organizations spread over 30 states. It’s been an amazing journey of faith—in what we believe is the right way to serve our clients…and also the faith of our clients in who we are as fiduciaries, always seeking our clients’ best interests in a complicated financial world.
“Find a job you enjoy doing, and you will never have to work a day in your life.”
― Mark Twain
As we start to plan for what the next decade holds for Meridian, we are constantly reminded that we are blessed to have a job where we love the work we do, the clients we serve, and the team we work with daily. There is nothing better than having all three of those things true at the same time.
A few final gratitudes…
- To our clients, thank you for your trust—we do not take that lightly or for granted. Thank you for allowing us to be a part of your journey.
- To our friends of Meridian, thank you for cheering us on and believing in the mission to create financial clarity and peace in a murky world.
- To those reading this that we haven’t met yet, thank you for taking time to read our blogs, and we hope our paths may cross one day.