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.

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

The meaning of our work for you in one word: IMPACT

Your interests are the foundation of our
relationship

What matters the most are the life plans of individuals and families.

What matters are desires, plans for the future and problem solving.  Not just investment returns.

We are here for this: to help you manage all your financial aspects of your life.

Just like we do for ourselves.

Our method is goal based

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 goal based

Clients often have many financial goals that remain unexpressed: we give you a real, current and number- based assessment of your financial position, and above all we create the path to achieve your financial goals, keeping risks under control.

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

We like
practicality

The financial world is very complex: Volatile markets, constantly evolving economic conditions and even 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, which often create more confusion and anxiety.

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

We always find time to give clear and simple explanations, especially to those who are not financial experts or literate.

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 attention to 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 then guide all our clients towards their right financial choices.

We pay attention to your needs and desires

Almost all financial operators are very careful to listen to the markets, but not the people.

For us, listening to the people who come to us is essential in order to then act well.

Acting well means guiding all of our clients towards the right financial choices for you.

We need to listen to you to get in tune with your needs and desires, to understand all the personal elements to tailor-make 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: there are no stupid questions!

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 well helps us to create a more valuable service to you. 

Transparency is the first step in a trusted relationship 

We know that finance is often not very transparent. We want to change that.

Being transparent means acting honestly and openly at any stage of the relationship with our clients.

First of all no obscure or fashionable financial products. Only useful tools and to achieve your objectives, with total transparency in terms of costs.

We also want to be clear about the costs of our advisory services: our advice has value and we outline it in an easy-to-understand way.

Transparency is the first step for a trusted relationship to grow and flourish between us and our clients.

Transparency is 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 to us

Address

Call us

+39 389.4862777

Call us to make a first
telephone appointment

Monday to Friday from 9.00 to 17.00

Write to us

For information:

riccardo@meridianscf.com

valerio@meridianscf.com

Address

Corso Europa, 15
c/o SPACES
20122 Milano

Metro San Babila

How to reach us