Meridian Financial Group Ltd

Specialties

Meridian Financial Group, a Registered Investment Advisory firm located in Glen Carbon, Illinois.

We provide investment portfolio management for our clients in addition to comprehensive financial planning. We position ourselves as a Financial Quarterback for our clients and coordinate our services with their other professional advisors — accountant, attorney, banker, etc.

Our investment approach includes building a highly diversified portfolio which may include mutual funds, ETFs, individual stocks, etc. We maintain disciplined investment models, rebalance them frequently, and keep a close eye on expenses.

History

Established in 1999.

Meridian Financial Group was founded by Scott Carson after beginning his career in the banking industry, followed by stops at Citigroup, and American Express. Scott received his degree in Finance from Eastern Illinois University.

Bradley Keene joined the firm in 2002 after spending 6 years at Zemenick & Walker in Clayton, MO, a $ 1.3 billion RIA firm. Daniel Browne joined the firm in 2011 after spending 11 years at Archer Wealth Management in Clayton, MO.

Meridian Financial Group was established as a Registered Investment Advisor in 2011 and provides investment advisory and financial planning services to more than 200 clients with $ 135 million of assets under management.

Meet the Business Owner

Bradley A.

Business Owner

Brad is passionate about using the flexibility and independence of an RIA to uncover the proper investment solutions for his clients.

Brad joined Meridian Financial Group in 2002 after spending 6 years at Zemenick & Walker, Inc. in Clayton, Missouri. While at Zemenick & Walker, an independent RIA firm with $ 1.3 billion in assets under management, Brad developed his investment and financial planning skills while working with high net worth families and professional athletes.

After receiving his BS degree in Finance from Eastern Illinois University, Brad studied at St. Louis University where he earned a Masters in Business Administration. He earned the prestigious Certified Financial Planner (CFP®) designation through the College of Financial Planning and has been named a 5 Star Wealth Manager by St. Louis Magazine.