Meridian is a team of independent financial advisors

We assist individuals with the key
financial decisions of their lives

“Meridian” comes from “meridian”

The meridian is an imaginary line that connects the North Pole and the South Pole: it has always been a fundamental geographical reference for humans.

Likewise we want to be a stable and safe guide for our clients, creating a positive impact in their lives.

Here’s what’s important to us: Impact

Your interests are the foundation of our relationship

What matters are the life plans of individuals and families.

What matters are desires, problems to be solved and plans for the future, not just investment results.

We are here for this: to help you manage the financial problems that life presents.

Just like we do for ourselves.

Our method is goalbased

Clients often have many financial goals that remain unexpressed: we give you a real, numerical, temporal dimension and above all we create the financial path to achieve them, keeping under control the risk.

It means that we aim to attain the right level of capital for retirement, to finance the children’s university, to generate the resources to buy the first or second home, to support aging parents, and to finance your dreams personal or professional.

Our method is goalbased

Clients often have many financial goals that remain unexpressed: we give you a real, numerical, temporal dimension and above all we create the financial path to achieve them, keeping under control the risk.

It means that we aim to attain the right level of capital for retirement, to finance the children’s university, to generate the resources to buy the first or second home, to support aging parents, and to finance your dreams personal or professional.

We like practicality

The financial world undoubtedly contains a fact of great complexity: volatile markets, constantly evolving economic phenomena and an ever greater unpredictability of the future.

But we take care of this.

We simplify financial choices that otherwise seems complicated. We protect our clients from the thousands of news items in the media, often useful only to generate anxiety.

Our suggestions are always straightforward and understandable, our reports easy to understand.

We always find time to give clear and simple explanations, especially to those who are not specialists.

We like practicality

The financial world undoubtedly contains a fact of great complexity: volatile markets, constantly evolving economic phenomena and an ever greater unpredictability of the future.

But we take care of this.

We simplify financial choices that otherwise seems complicated. We protect our clients from the thousands of news items in the media, often useful only to generate anxiety.

Our suggestions are always straightforward and understandable, our reports easy to understand.

We always find time to give clear and simple explanations, especially to those who are not specialists.

We pay attentionto your needs and desires

Nearly all financial service companies or wealth managers are only market experts, but not experts on their clients.

For us, listening to our clients is essential and the foundation for our individual financial advise.

We listen to you in order to be fully synchronised with your needs and desires. We want to understand all the personal and individual elements to be able to lay out the best financial path for you.

We pay attentionto your needs and desires

Nearly all financial service companies or wealth managers are only market experts, but not experts on their clients.

For us, listening to our clients is essential and the foundation for our individual financial advise.

We listen to you in order to be fully synchronised with your needs and desires. We want to understand all the personal and individual elements to be able to lay out the best financial path for you.

Curiosity, how wonderful!

Curiosity moves the world! Have you ever thought about it?

Be curious, ask us anything that attracts your interest in the world of economics and finance: no question is stupid! We want to make you curious and we want you to become more aware of the “how” and “why” we are investing.

We are curious about our clients too: getting to know you closely helps us to create a service of greater and greater value.

Transparencyis the first step in a relationship of trust

We know that finance is often not transparent. We, on the other hand, want to be.

Being transparent means acting honestly and openly in every moment of the relationship with our clients.

First of all, no obscure or fashionable financial products. Only useful tools to achieve your objectives, with completely understandable costs.

We also want to be clear about the costs of consulting: our work has value and we quantify it in an easy-to-understand way.

Transparency is what we need to grow the relationship of trust between us and our clients. Here is the meaning of our work in one word: impact

Transparencyis the first step in a relationship of trust

We know that finance is often not transparent. We, on the other hand, want to be.

Being transparent means acting honestly and openly in every moment of the relationship with our clients.

First of all, no obscure or fashionable financial products. Only useful tools to achieve your objectives, with completely understandable costs.

We also want to be clear about the costs of consulting: our work has value and we quantify it in an easy-to-understand way.

Transparency is what we need to grow the relationship of trust between us and our clients. Here is the meaning of our work in one word: impact

Talk to us

You can call us, write us an email or come and visit us (by appointment).

Call us

Write us

Our address

Call us

+39 329.4433060

Write to us

Monday to Friday from 9.00 to 17.00

Write us

For information:

contattaci@meridianscf.com

Our address

Via Giorgio Washington 70 20146 Milano

Metro M4 California

How to reach us