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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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Meridian Wealth ManagementMerchant 

About Joe Palmisano

Joe Palmisano is Editorial Director for Connect Money, where he brings nearly three decades experience of market insights as a financial journalist, analyst and senior portfolio manager for leading financial publications, advisory firms, and hedge funds. In his role as Editorial Director, Joe is responsible for the selection of content and creation of daily business news covering the financial markets, including Alternative Assets, Direct Investment and Financial Advisory services. Before joining Connect Money, Joe was a financial journalist for the Wall Street Journal, regularly publishing feature stories and trend pieces on the foreign exchange, global fixed income and equity markets. Joe parlayed his experience as a financial journalist into roles as a Senior Research Analyst and Portfolio Manager, writing daily and weekly market analysis and managing a FX and US equity portfolio. Joe was also a contributing writer for industry magazines and publications, including SFO Magazine and the CMT Association. Joe earned a B.S.B.A. in Finance from The American University. He holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.