This means that, ultimately, we’re risk managers. We take the long view, identify any potential threats to the future you envision, and mitigate those risks through solid investment principles and comprehensive planning.
Our independence gives us the freedom to live out this mandate to the letter, which has led us to build solid long-term client relationships with individuals, families, businesses and organizations throughout Indianapolis and across the country.
Every client is different, but our process has remained the same since we began providing financial guidance in 1994. As an independent firm, we offer our services on a fee-only basis and guide each individual we work with through a comprehensive wealth management process with objectivity and personal dedication.
We have operated out of our building just off of Meridian Street since 1994, and our founding advisors have even deeper roots in Indianapolis. We are proud to support our community by contributing time and resources to the following organizations.
Patrick Burley served as the President and CEO of Meridian Investment Advisors from its founding in 1994 and held the esteemed title of Chairman in 2019. Beyond his instrumental contribution to the success of Meridian Investment Advisors, Patrick was passionate about serving others.
Throughout his career, Patrick was dedicated to making a positive impact within his community. He found great fulfillment serving numerous not-for-profit organizations, most recently including Camptown, Brooke’s Place, Actors Theatre of Indiana, Music for All, and various committees at St. Luke’s UMC.
Even in his absence, Patrick’s legacy continues to remain as a core of Meridian Investment Advisors and inspire the communities he touched.
Michael Burley joined Meridian Investment Advisors as an Investment Advisor in 1999. Over the years, he has earned the role of President and CEO, where he oversees the firm’s operations and works closely with valued clients, securing their financial future through personalized solutions.
Prior to joining Meridian Investment Advisors, Michael worked at different financial institutions in the Chicagoland area and gained expertise in various facets of the financial services industry. These experiences provide Michael with a level of financial insight and personal support that goes far beyond financial management and allow him to stay at the industry forefront.
Michael enjoys spending his personal time attending sporting events, experiencing live music, playing golf, and traveling with his wife and daughter. Michael believes in giving back to the community. His dedication is highlighted by his recent involvement on the Board of Directors for John P. Craine House and The Indianapolis Public Library Foundation.
Maggie Albright began her career at Meridian Investment Advisors in 2004 working as a part-time corporate accountant. Over the years, she has earned the role of Vice President where she oversees the Wealth Management Program, serving as a reliable resource for clients working towards their financial goals.
Before joining the firm, Maggie worked in public accounting with small and family-owned businesses where she gained invaluable experience in wealth management, particularly in tax estimation and strategies for minimizing tax liability. With over 20 years of experience, Maggie holds the Certified Public Accountant (CPA) and the Certified Specialist in Retirement Planning (CSRP®) designations.
Maggie is a proud mother of three boys. She enjoys spending her free time cheering at her children’s sporting events. As a Cincinnati Reds Baseball fan, she shares a passion for sports. Maggie also enjoys reading, gardening, and attending live music events.
Mike Werner came to Meridian Investment Advisors in 2018. As a Wealth Management Consultant, Mike advocates for clients and business partners, providing them with comprehensive wealth management guidance tailored to their unique needs that includes education, financial planning, and the prudent management of client assets.
Prior to joining Meridian Investment Advisors, Mike worked as a Portfolio Consultant and a Financial Consultant. Mike holds the Certified Financial Planner® designation, Series 66 and 63 certifications. With over 20 years of experience, Mike’s professional endeavours have been shaped by industry excellence and best practices.
Mike cherishes his role as a family man. He always makes time in his busy schedule for his wife, two children, and loved ones. In his personal time, Mike enjoys sports, boating, and traveling with his family.
Keith Allen came to Meridian Investment Advisors as a Retirement Plan Consultant in March 2021, serving as the practice leader in retirement plans. With 30 years of experience, Keith specializes in defined contribution and defined benefit plans, providing valuable insights and guidance to clients approaching retirement.
Before becoming a part of Meridian Investment Advisors, Keith spent a few years working in the industrial sector. He holds a Bachelor of Science degree in Business Analysis from Indiana University Bloomington. This foundation has given Keith comprehensive analytical skills and cutting-edge solutions that are necessary to navigate complex financial landscapes.
Keith enjoys spending quality time with his wife and three boys. He is also actively involved in his community, finding fulfillment in coaching youth sports, particularly lacrosse at a local high school.
Prior to joining Meridian Investment Advisors in 2023, Chrissy worked with several different organizations in the audit, payroll and executive assistant roles. With strong attention to detail and a passion for engaging with people, Chrissy is committed to providing an excellent client experience and ensuring their satisfaction.
Chrissy is the proud mother of two sons. In her free time outside of work, she enjoys reading, watching movies, and attending sporting events and concerts. She has spent many hours over the years volunteering for church and school activities.
Reach out to our team or submit the form below, and we’ll help you identify the risks within your financial picture.
