The rbi double

At the RBI Wealth Management Group at Meridian Wealth Management, LLC, we are dedicated to helping clients achieve financial clarity and security through personalized investment strategies. As fiduciaries, we have a duty to prioritize your best interests in every decision we make.

  • Director of Capital Markets


    Matt Stockham has been serving clients at Meridian since 2015. He brings experience in investment strategy and financial planning, with a background that includes roles in institutional trading and wealth management. Prior to joining Meridian, Matt worked as an institutional broker at the Chicago Mercantile Exchange and as a financial advisor at Merrill Lynch and Lexington Investment Company. His experience includes individual stock research, portfolio management, and financial planning.

    Matt earned his bachelor’s degree in Public Administration from Miami University and later completed his master’s degree in International Affairs from the University of Kentucky. His academic background provides him with a broad perspective on global markets and economic policy.

    At Meridian, Matt works with clients on a range of financial strategies, drawing on his industry experience to assist with portfolio construction and wealth management. He continues to expand his knowledge in investment research and financial planning to stay informed on market trends and developments.

    Raised in Lexington, Matt enjoys being involved in the local community. Outside of work, he spends much of his time with his wife, Piper, and their three children. He is also passionate about youth sports and enjoys coaching baseball, where he shares his appreciation for teamwork and discipline.

  • Wealth Management Advisor & Portfolio Analyst

    Mason Stockham joined the Meridian after earning his M.S. in Finance from the University of Kentucky, where he specialized in studying financial markets, investment analysis, and risk management. During his graduate studies, he served as the student manager for the UK MSF Endowment Fund, assisting in investment research and portfolio analysis. Mason also holds dual bachelor’s degrees in Finance and Marketing, along with a minor in Philosophy, from the University of Kentucky’s Gatton College of Business.

    At Meridian, Mason supports the firm's investment strategies through research and analysis, working alongside advisors to assist in portfolio construction and trading. He is committed to ongoing professional development and continues to expand his knowledge in financial markets and investment strategies.

    A Lexington local, Mason enjoys being involved in the community and spending time outdoors. In his free time, he can often be found on the golf course, experimenting with new barbecue recipes, or relaxing with his wife, Emma, and their Aussiedoodle, Miso.

FAQs

What does fiduciary responsibility mean?

As fiduciaries, we are obligated to act in your best interest at all times. This includes maintaining a duty of loyalty and upmost good faith to our clients.

How often will we review my financial plan?

We schedule regular reviews, typically annually or semi-annually, to ensure your plan remains aligned with your goals and adapts to any life changes.

How are you compensated?

Our investment management services operate on a fee-based model, ensuring our interests align with yours and providing full transparency on costs. Certain insurance products may operate on a commission-based model.

How do you create a personalized investment strategy?

We begin with a detailed review of your specific financial situation, goals, and risk tolerance. From there, we craft a tailored plan designed to meet your objectives.

What types of clients do you serve?

We work with individuals, families, and business owners who are seeking personalized strategies to grow and preserve their wealth.

What makes RBI Wealth Management Group different?

Our focus on personalized service, fiduciary commitment, and a transparent, client-first approach sets us apart.