Family Office
Meridian Financial LLC
Meridian Financial LLC is a boutique multi-family office providing customized financial planning, wealth management, and lifestyle services. They specialize in asset allocation, retirement strategy, insurance solutions, and hands-on project management for life transitions including relocation, technology integration, a…
Asset classes & sectors
Fixed incomeReal EstateVenture Capital
Decision-makers
Daniel Krebs
Co-Founder and Managing Partner
Jono Tunney
Co-Founder and Managing Member
Stephanie Avakian
Co-Founder and Partner
Members only
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