Welcome to Meridian Wealth Management!

Who We Are...

Meridian Wealth was started by Scott Dauenhauer, CFP. After spending several years working for large brokerage firms he learned from the inside how the industry does not always work for the client’s best interest. The goals with Meridian Wealth is to provide an environment where investors interests are put first and to help families adopt Wealth Management techniques that can be used to preserve and achieve their family goals.

What We Do...

We attempt to integrate the various parts of a family’s financial life. We evaluate employee benefits and how they relate to your overall financial plan. We believe in integrating the 5 key areas of financial planning: Asset Protection, Disability & Income Planning, Debt Management, Asset Management, & Estate Management. We believe all of these areas are integral for achieving your family’s financial success.

Who Can We Help...

We want to make our services available to people and families that need direction in achieving their life goals. We do no believe in “rule of thumb” planning. We want families who are motivated by their need to achieve their goals not people seeking high returns and nothing more.

What Makes Us Different...

We care more about our clients than most advisors. Our clients financial well being is our #1 concern. Our goals are met by helping our clients achieve their goals, we put your interest first. Our service therefore must be impeccable. Knowledge, Experience, Honesty, Service & Caring are the factors that make Meridian Wealth Management different from everybody else. We also give a high regard to technology, we want to make sure that we are providing a service that is efficient and hopefully on the cutting edge. We integrate cutting edge technology when we see that it can enhance the client relationship and enhance the viability of the planning we do. We use e-mail, our web page, and sophisticated planning software to accomplish this task.