pron. (mer’ istem) n: the cell in nature essential for growth in all plants and trees.
How Meristem Came to Be - Our “What”
The wealth management industry has changed dramatically over the past three decades. Independence and objectivity have been at the forefront of this changing landscape. Both professionals and consumers alike have sought out the independent Registered Investment Advisory (RIA) model.
The partners of Meristem were early adopters of the independent advisory movement, creating their first firm, Advisors Financial Services, in 1999. A merger in 2003 created the Sage Partnership which later successfully acquired the Sargent Management Company, a 40 year old family office, forming what is today, Meristem.