Synonymous With


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
Executive Vice President
“A man has nothing if he doesn’t have integrity.”
Mary Ann Siebert
Senior Vice President
“Integrity is being honest in all you do and say.”
Jayme Meredith
Senior Vice President
“Integrity is the choice between what’s convenient and what’s right.”
Matthew Snider
Senior Vice President & Branch Manager
“Integrity, to me, is simply telling myself the truth.”
Richard M. Birch III
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

Retirement Planning

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

Investment Management

Achieve your goals with proven strategies and experience

Estate Planning

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

Tax Planning

Planning for a lower tax bill now and in the future


For the safety, protection and confidence your family requires

Recent Videos

Aug 1, 2022 By James G. Meredith | 04:39

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Money Monday: Preparing Your Finances for a Recession

Mar 7, 2022 By James G. Meredith | 04:24

Money Monday: The Fed

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