Founded in 1975, PensionmarkMeridien is a proudly independent, diversified financial services organization whose mission is to help our clients accumulate, preserve, and transfer their wealth. Our team of eighteen professionals provides unique insurance and investment services to corporations- ranging from successful small businesses and non-profit organizations to Fortune 500®companies- and affluent families. PensionmarkMeridien specializes in the design, implementation, and communication of financial solutions for Qualified & Nonqualified Retirement Plans, banking institutions, corporations, executives, as well as wealth management and financial planning services for affluent individuals & families. PensionmarkMeridien is a member-firm and equity partner in Lion Street, a privately held, advisor-owned life insurance distribution company. PensionmarkMeridien, its principals, and its employees, strive to make a difference in the communities where we live and work by supporting organizations that help enhance people's overall sense of well-being, physically, emotionally, and financially. We additionally provide selective services pro-bono to non-profit organizations in our community to promote financial literacy for those in need. The team at PensionmarkMeridien are Independent Investment Advisor Representatives of Pensionmark® Financial Group.