ROI to ROL

The financial services industry loves acronyms—as an example, I am a CFP1 that works at an RIA2 which makes me an IAR3—yeesh!   At Meridian we try to strip all of the jargon and opaque phrases from our conversations, as we

Love, Love, Love

  This is Meridian’s one year anniversary—Nathan and I are celebrating one wonderful year of serving our clients.  As we look back and reflect on the crazy year, we are thankful and so happy to do what we love. We