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.
Congratulations to all of you. Thank you for helping Matt and I to have a good retirement life. Because of your choices we are able to keep our investment going and left us live a less stressful life in our later days. All of you are so helpful and so proud of the great job you do. Thank you all and keep up the good job and wishing nothing but the best in the years ahead.
Thank you! 🙂
Happy Anniversary!!
Thank you!
Truly a relationship that has relieved me of the burden of worrying about running out of money before running out of breath. Thanks to the wonderful people at Meridian I have been able to enjoy retirement to it fullest.
Thank you so much for the kind words!!
Congratulations on your 9 years! I wish you continued growth and happiness!
Thank you so much!
Congratulations to the entire Meridian team on this anniversary. And thank you for your constant dedication to us, your clients, and our financial and personal well-being. You are, all of you, a credit to your profession and we are lucky to have you. Cheers to you and your continued success!
Thank you!! 🙂