The Meridian Business Group, Ltd
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$22,757,703
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
58
16% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
58
HighAverage account size
$392,374
About
The Meridian Business Group serves individuals as well as businesses, trusts, estates and retirement plans, providing continuous portfolio management through separately managed accounts alongside non‑discretionary retirement advisory and financial planning offerings. The firm also provides bookkeeping and business consulting services and makes insurance products available through an affiliated independent insurance agent.
Its investment approach is built around a four‑part process: strategic asset allocation, a tactical allocation overlay with a multi‑year horizon for tactical moves, rigorous manager due diligence, and periodic monitoring and rebalancing. Portfolios are implemented using active mutual funds where a sustainable manager edge is identified or with index vehicles such as ETFs, and the firm may shift allocations to cash or fixed‑income instruments for defensive purposes.
What is distinctive about this firm relative to many independent advisers is the inclusion of corporate/business clients and the provision of bookkeeping and educational seminars or workshops in addition to typical individual wealth management. The firm also requires clients to maintain accounts at a designated custodian to facilitate trade aggregation and centralized reporting, and it discloses the potential conflict of interest from offering insurance products alongside advisory services.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
Wealth management
Cash flow / budgeting
Fee options
Fixed fees for bookkeeping services; varies based on amount of work and services provided; disclosed and agreed upon prior to engagement
0.25% quarterly (equivalent to 1.00% annually)
Varies based on amount of work for bookkeeping services; disclosed and agreed upon prior to engagement
Monthly fee up to $100.00 for RAMPlan and Financial Planning Program, billed in advance, depending on services provided
Main office location
The Meridian Business Group, Ltd
2715 Thatcher Avenue
River Grove IL 60171, United States
Number of offices
1
Most active in
The Meridian Business Group, Ltd has reported serving >5 clients in these states in the last 12 months.
Illinois · Wisconsin
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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