Financial Engines Advisor Center, 3780 Green Mount Crossing Dr, O Fallon, IL 62269, US

HistoryMeridian 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.SpecialtiesMeridian 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.