Blake Brown at Guaranteed Rate

CarsonAllaria Wealth Management is an independent, Registered Investment Advisor (RIA) located in the Edwardsville-Glen Carbon area, serving the Metro East and St. Louis areas. Our team will analyze and make recommendations for your retirement plan, your risk management plan, and your portfolio. And, we are proactive in coordinating with your tax and estate planning professionals to make sure your financial plan is sound in all areas.

RLA CPAs Business Advisors LLC, located in Glen Carbon, IL, offers a wide range of accounting and financial services tailored for both individuals and businesses. Their expertise includes personal financial planning, tax preparation, small business accounting, and advisory services, emphasizing their dedication to becoming trusted advisors for their clients. With a focus on various industries, including healthcare, construction, and real estate, RLA CPAs combines small firm personality with big firm capability to address the unique needs of each client. They also provide specialized services such as QuickBooks training and cryptocurrency accounting to keep pace with evolving financial landscapes. Generated from the website

HistoryMeridian Financial Group was founded by Scott Carson after beginning his career in the banking industry, followed by stops at Citigroup, and American Express. Scott received his degree in Finance from Eastern Illinois University. Bradley Keene joined the firm in 2002 after spending 6 years at Zemenick & Walker in Clayton, MO, a $1.3 billion RIA firm. Daniel Browne joined the firm in 2011 after spending 11 years at Archer Wealth Management in Clayton, MO. Meridian Financial Group was established as a Registered Investment Advisor in 2011 and provides investment advisory and financial planning services to more than 200 clients with $135 million of assets under management.SpecialtiesMeridian Financial Group, a Registered Investment Advisory firm located in Glen Carbon, Illinois. We provide investment portfolio management for our clients in addition to comprehensive financial planning. We position ourselves as a Financial Quarterback for our clients and coordinate our services with their other professional advisors - accountant, attorney, banker, etc. Our investment approach includes building a highly diversified portfolio which may include mutual funds, ETFs, individual stocks, etc. We maintain disciplined investment models, rebalance them frequently, and keep a close eye on expenses.