Team of 13 professionals based in Wichita, KS, serving high-net-worth individuals managed over $2.2 billion of assets at Morgan Stanley
Wichita, KS, September 9, 2016 – 6 Meridian LLC, an SEC registered investment advisory firm founded by former Morgan Stanley Wealth Advisors announced its launch today. 6 Meridian’s team is comprised of professionals with longevity and extensive experience serving high-net- worth clients across the country and includes founding partners, Tom Kirk, Margaret Dechant, Andrew Mies, Bryan Green, Steve Bahm, Pam Smith and Sarah Hampton. Joining these founding partners are the six staff members who worked with the team at Morgan Stanley. 6 Meridian has chosen Pershing Advisor Solutions, a subsidiary of BNY Mellon, to act as its custodian.
“Our team has built our business on providing exceptional customer service and evolving our practice to meet the constantly changing needs of our clients and the changing industry landscape. We formed 6 Meridian so that we can adapt and respond to these changes,” said Margaret Dechant, Chief Executive Officer. “Our desire to more closely align with our clients and be held to the fiduciary standard played a major part in our decision to form our own firm.”
6 Meridian works with corporate executives, business owners, entrepreneurs and medical professionals across the U.S. The team oversaw over $2.2 billion of client assets and was one of the largest discretionary portfolio management teams at Morgan Stanley. Launching and operating their own firm will allow the team to expand their investment offerings by providing more options for how they manage money in-house and by working with leading third-party investment managers. Additionally, 6 Meridian anticipates launching additional investment vehicles in the future to broaden the distribution of their portfolios.
“The advisory landscape is changing rapidly. Advisors who are going to thrive will have to provide clients with more choices and more transparency,” said Mark Tibergien, CEO, Pershing Advisor Solutions. “We are excited to work with 6 Meridian and provide them with solutions that will help position them as one of the largest and most innovative RIAs in the U.S.”
Following its move to independence, 6 Meridian will offer a comprehensive suite of wealth management services including: Asset Allocation, Retirement/Financial Planning, Investment Management, Asset Protection/Insurance Planning, Legacy Planning and Cash Management.
“Over the past several years, we examined how we currently serve clients and how we want to serve them in the future. It became clear that our ability to deliver on the vision we have for our business required us to make a change,” said Andrew Mies, Chief Investment Officer.
Tom Kirk, Senior Managing Director, added, “I have seen many changes in the industry over the past 35 years, and one thing is constant: You have to continue to push yourself forward. It became clear to us as we did our research that the future of the business will be with independent firms operating solely for the benefit of their clients and without any conflicts of interest.”
About 6 Meridian
6 Meridian is an independent wealth management firm based in Wichita, KS. Our 13 professionals have worked together for decades and have served over 900 households and managed over $2 billion of assets. We are focused on delivering exceptional customer service and strong risk adjusted-returns to our clients. To learn more visit: www.6meridian.com