Contact us today to find out more about our customized retirement plan options.  A quality, well-managed plan is an important factor in attracting and retaining key employees. Let us provide a free consultation and discuss the primary elements of a successful retirement plan.

Meridian Capital Advisors retirement plans are the most flexible and cost effective plans on the market. Whether you are high net worth individual with a large retirement plan balance, you are a savvy investor, or are just starting out with your first $50 contribution, we have an option that will meet your specific needs.

We can offer plan participants the following choices:

Option #1 - Participant directed mutual funds or ETFs
Option #2 - Professionally managed investment models
Option #3 - A self-directed discount brokerage account

Please contact us for a free consultation.