Meridian Investment Advisors

Our Story

At Meridian Investment Advisors, we believe that long-term thinking and asset allocation are the keys to successful financial planning. As a fee-only, independent financial advisory firm, we've been helping individuals, families, businesses, and organizations achieve their financial goals for over two decades. Since our inception in 1994, we've remained committed to our core values of risk-conscious, long-term planning.

Meet Our Team

Our team of experts is dedicated to providing personalized attention and comprehensive guidance to each of our clients. Led by Patrick Burley, our Chairman Emeritus and founding father of our company, our team includes:

• Michael Burley, President and CEO, who oversees our operations and works closely with our clients to secure their financial futures through customized solutions.
• Maggie Albright, CPA, CSRP, our Vice President, who oversees our Wealth Management Program and serves as a reliable resource for our clients.
• Mike Werner, CFP, our Wealth Management Consultant, who advocates for our clients and provides them with comprehensive wealth management guidance tailored to their unique needs.
• Keith Allen, our Retirement Plan Consultant, who specializes in helping individuals and companies alike manage their retirement planning and benefits.
• Chrissy Didat, our Client Service Manager, who ensures that our clients receive exceptional service and support.

Our Process

At Meridian Investment Advisors, we believe in taking a comprehensive approach to wealth management. Our process is designed to help our clients achieve their long-term goals, while minimizing risk and maximizing potential returns. Here's how we work:

1. LISTEN: We take the time to understand our clients' current financial situation, their goals, and their concerns. We evaluate their overall position and identify their needs for growth, risk, and financial management.

2. BUILD: Our advisory team constructs a custom portfolio and diversification strategy, as well as a range of plans and recommendations to address the totality of our clients' financial circumstances.

3. ACT: We implement our clients' wealth strategies and begin continuous portfolio monitoring. We also involve their attorneys, accountants, and other professional advisors in the conversation.

4. INFORM: We provide our clients with fee transparency and precise reporting, as well as conduct periodic reviews to adjust their portfolio and plan as their needs and goals shift.

Giving Back

At Meridian Investment Advisors, we believe that giving back to our community is an essential part of who we are. Our founders have a long history of community involvement, and we're committed to continuing that tradition. We're proud to support organizations that make a difference in the lives of those around us.

Meet Our Founding Advisors

Patrick Burley, Chairman Emeritus, has been instrumental in shaping our company's values and culture. He's a passionate advocate for making a positive impact in the community.