Beese Fulmer welcomes Meridian Capital Management and Its Clients

We are pleased to welcome clients of Meridian Capital Management Group, Inc. to Beese Fulmer Private Wealth Management. Meridian has chosen Beese Fulmer as its successor—reflecting a shared commitment to disciplined investing, long-term relationships, and always putting clients first. Just like Joe, Brad, and Maria, we believe wealth management is built on trust, continuity, and personal service. We’re honored to continue serving you with that same focus.

Brad, Maria, and Joe from Meridian join the Beese Fulmer team.

What This Means for You

Same Advisors, Seamless Transition
You’ll continue working with Joe, Brad, and Maria—now supported by a larger team of experienced portfolio managers and client service professionals.
No Disruptions
Your accounts remain at Fidelity. There are no transfers, no new paperwork, and no changes to your investment strategy.
More Resources, Broader Support
As part of your relationship with Beese Fulmer, you’ll now have access to expanded services, including:
- Comprehensive financial planning
- Tax coordination
- Family office support

About Beese Fulmer

Founded in 1980, Beese Fulmer is an independent, privately held wealth management firm serving high-net-worth individuals and families. We manage over $1.8 billion in assets, and our team is structured to deliver thoughtful, fiduciary guidance in every market environment.

We are proud to carry forward the legacy Joe built at Meridian—with integrity, care, and continuity.

Questions? We’re Here to Help.

If you’d like to learn more about our team or services, or simply want to speak with someone: