Terms of Use & Terms of Service
Meridian Asset Advisory
Effective Date: January, 1, 2026
By accessing or using this website, you agree to these Terms of Use and Terms of Service (“Terms”). If you do not agree, please do not use this website.
1. Purpose of Website
This website is intended to provide information about Meridian Asset Advisory’s services and approach, and to allow prospective clients to initiate contact.
Use of this website does not create a client, advisory, fiduciary, or confidential relationship.
2. Informational Nature / No Reliance
All content provided on this website is for general informational purposes only.
It is not intended as advice, valuation, or professional guidance, and should not be relied upon for business, financial, or operational decisions.
A formal advisory relationship is established only through a written agreement with defined scope and fees.
3. Engagement Framework
Meridian provides structured advisory and implementation services within defined engagements.
Initial conversations, including calls or inquiries, are intended to assess fit, understand your situation, and outline potential next steps.
All services are subject to:
• Written scope definition
• Agreed fee structure
• Formal acceptance by both parties
No advisory work is performed outside of this structure.
4. Confidentiality
Meridian maintains a confidentiality-first approach within formal client engagements.
For website use:
• Please do not submit sensitive or proprietary information through this site
• Confidentiality protections are established through written agreements, including NDAs where appropriate
Until such agreements are in place, information submitted through the website should be considered non-confidential.
5. Intellectual Property
All content on this website reflects Meridian Asset Advisory’s proprietary methodologies, frameworks, and materials.
This includes, but is not limited to:
• Advisory approaches and processes
• Written content, structure, and positioning
• Graphics and supporting materials
Content may not be copied, reproduced, distributed, or used without prior written consent.
Use of this website does not grant any rights or license to Meridian’s intellectual property.
6. Acceptable Use
You agree to use this website in a lawful and appropriate manner.
You may not:
• Misuse or interfere with website functionality
• Attempt to replicate or extract Meridian’s methodologies
• Use the site for competitive or unauthorized purposes
• Misrepresent your identity or intent
Meridian reserves the right to restrict access if misuse is identified.
7. Service Boundaries
Meridian provides advisory services within clearly defined engagements.
Unless explicitly included in a written agreement, services do not include:
• Ongoing operational support
• Platform technical support
• Vendor negotiations
• On-demand or emergency availability
All services are governed by the terms of the executed agreement.
8. Limitation of Liability
To the extent permitted by law, Meridian Asset Advisory is not liable for any loss or damages arising from the use of this website or reliance on its content.
All use of this website is at your own discretion and risk.
9. Third-Party Links
This website may include links to third-party websites. Meridian is not responsible for their content or practices.
10. Updates to Terms
These Terms may be updated periodically. Updates will be reflected by a revised effective date.
Continued use of the website constitutes acceptance of any updates.
11. Governing Law
These Terms are governed by the laws of the State of California.
12. Contact