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Financial Advisory  + Wealth Management  | 
Merchant Forms Strategic Partnership with Meridian Wealth Management 

Merchant Forms Strategic Partnership with Meridian Wealth Management 

Serial RIA investor Merchant has announced a strategic partnership with Meridian Wealth Management, LLC, a fiduciary RIA managing over $4.2 billion in client assets across nine offices in six U.S. states. Founded in 2010 by Greg Couch, Meridian offers a comprehensive suite of services ranging from investment management and retirement consulting to estate and financial planning, serving high-net-worth families, institutional investors, and nonprofit organizations. 

“Our partnership with Meridian reflects Merchant’s belief in backing firms that combine strategic clarity with a deep sense of purpose,” said Tim Bello, co-founder and managing partner at Merchant. 

The partnership provides Meridian with strategic resources, flexible capital, and access to Merchant’s ecosystem of independent firms and service providers, supporting the firm’s next stage of growth. 

“We’ve always believed that the best wealth management comes from putting people first—our clients and our advisors,” said Greg Couch, founder and CEO of Meridian Wealth Management. “Partnering with Merchant allows us to deepen that commitment while accelerating our national growth.” 

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About Joe Palmisano

Joe Palmisano is editorial director of Connect Money, where he oversees daily coverage of alternative assets, direct investments, financial advisory and the economy. He brings three decades of experience as a financial journalist, analyst and portfolio manager. Before joining Connect Money, Palmisano wrote for The Wall Street Journal, covering foreign exchange, global fixed-income and equity markets. He later served as a senior research analyst and portfolio manager, producing market analysis and managing foreign exchange and U.S. equity portfolios for FX Concepts. His work has also appeared in SFO Magazine and CMT Association publications. Palmisano earned a bachelor’s degree in finance from The American University and holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.