Meristem Family Wealth

Our Story



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.

What Meristem Means to Us - Our “Why”

We created Meristem as the firm we’d want to represent our families.

  • Meristem is a boutique firm with the scale and structure to serve multi-generational families in the management of their wealth and the development of their legacy.  We are intentional about offering an alternative to working with large institutions.  We place a high value on our independence.

  • We focus on people first.  As a service business, our people are our assets.  Engaging our clients and employees is our highest priority.

  • We define our growth by the numbers of satisfied families we serve.  One of our greatest compliments is having our client’s children join their parents as our clients.

We grow with our client’s needs.

  •  We expanded our offices to locations in Arizona and Florida to service our clients where convenient to them.

  • We continuously invest in our people and technology to better serve our clients’ needs.

  • We created the Meristem Trust Company in South Dakota in 2015 to meet the expressed desires of our clients for fresh alternatives.