(412) 633-1986
Form CRS & Related Disclosures | Back to Hefren.com

Latest Articles

Aug 10, 2022 | By Matthew Snider
Are We in a Recession?
Jul 13, 2022 | By Matthew Snider
The Impact of Inflation on TIPS
Jun 28, 2022 | By Richard M. Birch III
Where is the Real Estate Market Going? 
May 11, 2022 | By Matthew Snider
Investing Pitfalls 
Apr 29, 2022 | By Jayme Meredith
Why We Get Paid to Worry
Apr 7, 2022 | By Matthew Snider
Is a Backdoor Roth IRA Right for You?
Apr 1, 2022 | By Amanda Blount
Simple And Important Tax Filing Considerations
Mar 22, 2022 | By Jayme Meredith
Is the American Dream Still Alive?
Mar 10, 2022 | By Jayme Meredith
My Best Planning Advice
Feb 24, 2022 | By Amanda Blount
Important Information About State Inheritances

Synonymous With

Integrity

Learn More

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.

Contact Us
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

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

Insurance

For the safety, protection and confidence your family requires

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

Money Mondays: Recession Worries
Jun 6, 2022 By James G. Meredith | 03:33

Money Monday: Preparing Your Finances for a Recession
Mar 7, 2022 By James G. Meredith | 04:24

Money Monday: The Fed

All Media

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

Listen Past

Your Money and You Morning Report

Weekday Pre-Market Brief

View Playlist