Mar 7, 2022
By James G. Meredith
|
04:24
Latest Articles
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.”
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
Recent Videos
Your Money And You
Financial Advice for a Better Night’s Sleep
KDKA AM 1020 & KDKA 100.1 FM
Sunday Mornings at 9:00 AM EST
Your Money and You Morning Report
Weekday Pre-Market Brief