Financial advisors in White Bear Lake, MNEnriching your financial future.
A trusted team of advisors who listen first, then give you objective, ongoing advice, so you can get back to living life.
- Clients in 19 states
- Five partners
- Individuals, business owners & Fortune 500 companies
What we offer
Where are you today?
Wherever you are in life or business, our four planning strategies meet you there.
Building your family
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
Running a business
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
Approaching retirement
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
Planning your legacy
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
How we work
Advice that keeps up with your life
We listen
We start by understanding where you are today and the specific outcome you want.
We plan
Objective recommendations across protection, investments, retirement and estate planning, built around your goals.
We stay with you
Ongoing advice as your life, your family and your business change.
Welcome to Meridian
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.
“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.”
- Integrity
- Trust
- Diligence
- Perseverance
- States where we serve clients
- 19
- Partners, backed by a dedicated support team
- 5
- Years with MassMutual for our longest-tenured partner
- 30+
Ready when you are.
We look forward to building a lifelong relationship with you and future generations.