Meridian Wealth Advisors in Chicago Loop, IL

Wealth management and financial planning in Chicago's Loop. Meridian Wealth Advisors serves professionals, executives, and families in downtown Chicago with fee-only, fiduciary financial advice.

Chicago Loop, IL

Serving Chicago Loop and Surrounding Areas

Meridian Wealth Advisors is headquartered on South Michigan Avenue in the heart of Chicago's Loop. Our downtown location makes it easy for professionals, executives, and business owners who work in the financial district, the Magnificent Mile, and surrounding neighborhoods to meet with their advisory team during or after the workday.

Chicago's Loop is home to many of the professionals and executives we serve — from corporate attorneys and physicians at Rush and Northwestern to tech founders and managing directors at the city's financial institutions. We understand the compensation structures, equity packages, deferred compensation plans, and executive benefit programs common in these roles, and we build financial plans that account for their complexity.

For clients who prefer virtual meetings, we offer secure video consultations that provide the same depth and quality as an in-person visit. Many of our Loop-based clients split their time between in-person and virtual meetings depending on their schedule.

Chicago Loop Project Photo
Nearby Areas

Also Serving Communities Near Chicago Loop

In addition to Chicago Loop, we serve the surrounding communities. If you're nearby, we can help.

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Contact Us (312) 555-0140