Synonymous With

Integrity

With Trust

There Is Integrity

Our job is to help you become financially healthy, and we do it with steadfast determination for you to achieve your financial goals. That’s why we sleep well at night knowing that you will too.

James G. Meredith
CPA/PFS
Executive Vice President
“A man has nothing if he doesn’t have integrity.”
Mary Ann Siebert
CFP®
Senior Vice President
“Integrity is being honest in all you do and say.”
Jayme Meredith
CFA®
Senior Vice President
“Integrity is the choice between what’s convenient and what’s right.”
Matthew Snider
CFP®
Senior Vice President & Branch Manager
“Integrity, to me, is simply telling myself the truth.”
Richard M. Birch III
JD, LLM
Financial Advisor
“Integrity is putting the client’s best interest first in all situations.”

Founder and Executive Vice President Jim Meredith was named as one of Barron’s 2020 Top 100 and Top 1,200 Independent Advisors.

All the Services You Need and Want in
One Stop

Comprehensive Financial Planning & Wealth Planning

We take complex issues and make them simpler

Retirement Planning

Creating a plan that works for you now and when you retire

Estate Planning

Your spouse, your heirs and your favorite charities will benefit from your generosity

Insurance

For the safety, protection and confidence your family requires

Long-Term Care Planning

Your estate is protected while you or your loved one receives care

Cash Management

Collecting and managing cash flows for you

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