Private Banking

Unique Needs Demand
Unique Solutions

About Meridian Private Banking

Our Private Banking team is here to simplify every step of your financial journey.

Whether you’re building your dream home with a construction mortgage, purchasing a vacation property, or tapping into your home’s equity, we serve as the bridge between you and our mortgage, commercial or consumer lending teams.

We take care of applications, financial statements, and the long checklist of requirements so you don’t have to. Our role is to deliver updates in a clear, positive way while managing the behind-the-scenes work.

We’ll even step in on deposit accounts so you never have to give them a second thought. Think of us as your trusted concierge for every aspect of your banking journey, delivering solutions that make managing your finances as seamless as possible.

“Our experience with the team at Meridian has been fantastic. They’ve been an essential partner in our firm achieving its strategic goals. The team is considerate and open-minded to our expansion efforts, and we rely on their expertise extensively.“

~ Tom McInerney, Founder & CEO, Insight Advisors

Products Designed for Your Goals

Concierge Banking Services

Private Client Checking

An interest-bearing account with exclusive benefits, including complimentary specialty checks and high-level personal service.

Private Client Money Market

Competitive interest rates with flexibility to manage your balances.

Creative Financing Solutions

Signature Line of Credit

A secured lending solution backed by your investment assets.

Elite Portfolio Mortgages

Personalized service for complex real estate needs.

You’ve earned it. If you’re tired of having to conform your dreams to someone else’s financial products, try Meridian’s creative approach to Private Banking.