Advice Each Step of the Way
The Meredith Group is an experienced investment fiduciary giving serious advice to serious investors throughout Western Pennsylvania. We offer lifelong financial planning so you can live your best life.
Protecting What You Are Most Passionate About Since 1977
Are you making purposeful financial decisions based on what’s most important to you? Some things are too important to be left up to chance. Whether you have a bit of knowledge about wealth management or are entirely new to financial investing, The Meredith Group is here to help. We implement personal financial plans based on what matters most to you.
Lifelong partnerships with our clients
We partner with families of multiple generations who are looking to bring peace of mind to the complexities of wealth management. We ensure financial legacies and lifelong financial planning.
Pittsburgh's Most Trusted Advisor — Our Story
There is nothing more rewarding than to know you helped someone. Whether it’s advising on the sale of a business, providing a plan to save for a child’s education, or partnering with local charities, seeing people realize their goals is exciting. For over 45 years, The Meredith Group has been helping families establish healthy financial futures.
The Meredith Group provides trusted financial advice, encouraging positive outcomes in your financial life. As fiduciaries, we focus on your best interest and always maintain confidentiality.
Our experienced team, white-glove services, and commitment to our customers are why we were featured on Forbes' list of the 2025 Best-In-State Wealth Management Teams. We've received a number of other awards highlighting our dedication to excellence, benefitting our clients, team, and community.
Our Wealth Management Services
Clients who partern with the financial planners of The Meredith Group access a wealth of experience and solutions. We learn about your passions, your personal values, your ideas about money, and your current financial condition to craft a unique plan that utilizes strategies in the following areas:
Investment Management
Our investment management strategies make your money work for you while considering risk, cost, and time horizon.
Retirement Planning
When you're approaching your golden years, our financial advisors in Pittsburgh, Pennsylvania, will help you prepare for retirement.
401(k) Services
We work with business owners who want to invest in their employees and provide benefits to retain good talent. We'll offer you and your employees additional personal services to make the most of retirement options.
Tax Planning
Alongside your accountant, our team will help you with tax-efficient strategies to preserve and protect wealth.
Estate Planning
Your financial advisor will work closely with your attorney to ensure your needs and wishes are carried out.
Insurance
We'll use appropriate tools to protect your loved ones, build wealth, and fund your legacy. Our insurance services cover life, disability, taxes, estate protection, and more.
Education Savings
We have expertise with 529s and other education-based funding vehicles to help your family cover the cost of college.
Legacy Wealth
Our legacy wealth services go beyond financial planning to create a plan that will impact the lives of others well into the future.
The Meredith Group is ready to partner with you to improve your financial planning. With our trusted advisors on your side, you can be confident in the security and future of your wealth. Get in touch with our investment consulting group by completing the contact form below. We are looking forward to working with you!