Financial Advisors in White Bear Lake, MinnesotaEnriching your financial future.
Objective, ongoing advice from a trusted team of seasoned advisors, for individuals, families and business owners in nineteen states.
Welcome to Meridian Financial Partners
Financial solutions for a lifetime
If there is one thing busy and successful people lack, it’s enough time in the day. Whether you are a retiree, executive, business owner or corporation, planning for the future usually takes a backseat to everyday life. Making meaningful and informed financial decisions on your way to achieving your or your company’s financial goals can’t wait until tomorrow.
So how do you wade through all the financial products and companies that exist? You look for a trusted, knowledgeable team of advisors that can provide you with objective, ongoing advice. You look for someone who listens and understands the specific outcome you desire. Then you go back to doing what made you successful in the first place, and go back to living life.
What we offer
Four disciplines, one considered plan
Financial Protection
Protecting your household income from a disability or an unexpected death is vital in achieving your goals in any climate, and remains the foundation of any financial plan.
- Life insurance
- Disability income insurance
- Long-term care insurance
- Personal insurance
Business Planning
Owning a business usually has an end date. Do you have a succession plan? Are you protected if a key person or owner passes away? Do your benefits help you attract key talent?
- Buy-sell funding & succession
- Key employee insurance
- Executive benefits
- Employee benefit plans
Retirement Planning
The goal of retirement is to keep getting a paycheck without showing up for work. What is your income strategy, and how are you protected so you can live the retirement you desire?
- Retirement income planning
- IRAs
- Annuities
- Professional wealth management
Leaving Your Legacy
Estate planning is one of the most overlooked pieces of any plan, and can be the most powerful. Provide for your children and grandchildren, support a charity you care about, and leave the legacy you want.
- Estate tax strategies
- Wealth transfer
- Charitable gift planning
Read our story“When we formed our team, we wanted advisors and support staff that shared our core values and are committed to the service model that our clients have been accustomed to.”
The firm at a glance
- States where we serve clients
- 19
- Partners, backed by a dedicated support team
- 5
- Years with MassMutual for our longest-tenured partner
- 30+
Our core values
- IntegrityHonest, undivided, strong moral principles
- TrustReliable, truthful, accountable
- DiligenceAccomplishing goals with persistence and careful execution
- PerseveranceHard work, dedication, focus
Every lasting plan begins with a conversation.
We look forward to building a lifelong relationship with you and future generations.