Beese Fulmer Private Wealth Management, a respected independent investment advisory firm, proudly announces its acquisition of Meridian Capital Management Group, Inc. (MCMG), based in Green, Ohio. This strategic move ensures seamless succession for MCMG founder Joseph Strancar and underscores Beese Fulmer’s commitment to personalized, fiduciary-driven wealth management.

Nick Perini, CFA, Vice President of Beese Fulmer, stated, "We are honored Joe and Meridian Capital Management Group have chosen us to serve their valued clients. As a locally owned firm celebrating 45 years of service, we deeply understand the importance of continuity and stability, having successfully navigated our own succession planning. Joe's integrity, personalized service, and strong investment record align seamlessly with our values, enhancing our ability to deliver comprehensive wealth management solutions."

Joseph Strancar expressed confidence in the succession process, adding, "Choosing Beese Fulmer was a thoughtful decision driven by their exceptional reputation, disciplined investment approach, and steadfast fiduciary standards. Their successful integration track record made them the ideal partner. I'm confident my clients will appreciate the expanded resources and dedicated team at Beese Fulmer." Strancar plans to actively collaborate in successfully transitioning clients over the next couple of years.

Meridian Capital Management’s clients will have access to enhanced resources including:

  • Enhanced Communication: Frequent and detailed client communications, tailored investment insights, and educational events.
  • Personalized Service: Commitment to maintaining and enhancing strong personal relationships and service excellence.
  • Broader Expertise: Access to expanded financial planning capabilities, sophisticated investment research, and a seasoned advisory team.
  • Independent Advice: Unbiased, fiduciary-driven financial advice strictly focused on clients' best interests.

To ensure uninterrupted service and continuity, Meridian’s professional team will remain under Beese Fulmer’s leadership.

Beese Fulmer is fully prepared to integrate this acquisition smoothly, maintaining existing client services and resources. Alignment of Meridian’s investment approach with Beese Fulmer’s strategies ensures consistency. Recent strategic additions—including Patrick Willoughby as Chief Operating Officer (2024) and Kelsey Friedt as Investment Operations Analyst (2025) further enhance the firm's capacity for effective integration and future growth.

This acquisition adds to Beese Fulmer’s history of successful integrations, including Beechtree Capital Investment, McNeally Hoover Investment Management, and Lynn Hamilton’s transition from a local trust department.

"This acquisition validates our strong market reputation," Perini concluded. "We are excited to deliver exceptional private wealth management and dedicated service to both new and existing clients. Joe Strancar’ s active involvement during the transition will further ensure client continuity and satisfaction."