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MeredithGroup@rwbaird.com
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FROM WHERE YOU ARE TO WHERE YOU WANT TO BE.

The Meredith Group is an experienced investment fiduciary1 giving serious advice to serious investors throughout Western Pennsylvania. For nearly 50 years, our mission has been to help people live well, both financially and emotionally. With decades of experience our advisors have guided individuals and families through virtually every financial situation with clarity and confidence. We want every client to enjoy the peace of mind that comes from knowing they can focus on life while we handle the rest. When you work with The Meredith Group, you don’t just get an advisor – you inherit a family of professionals who care deeply about your success.

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2026 Forbes | SHOOK Research Best-in-State Wealth Management Teams
Published 1/9/26, rankings based on data as of 3/31/25

2026 Barron’s Top 1500 Financial Advisors
James Meredith, Published 3/1/26, rankings based on data as of 9/30/25

Meet The Team
Our Process

Our Process

As an independent firm, we are committed to offering complete objectivity and unbiased advice.

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Our Services

Our Services

We offer a full range of investment and financial services and have access to a wide array of solutions.

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Our Clients

Our Clients

We strive to build long-lasting relationships with our clients, offering education and guidance.

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While The Meredith Group is headquartered in Pittsburgh, PA, we serve clients across the United States—and even internationally. We take pride in building strong, ongoing relationships through phone and video meetings, allowing us to stay closely connected no matter the distance. Our goal is for every client to feel as though we’re just down the street, even when we’re separated by hundreds or thousands of miles.

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
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Resources

Our goal is your success. Below are some resources to help you have a successful financial future.


CLIENT RESOURCES

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FAQ

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OUR PHILOSOPHY


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MARKET UPDATES

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"Financial freedom is available to those who learn about it and work for it."

- Robert Kiyosaki

"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."

- Alexa Von Tobeln

"Look before, or you’ll find yourself behind."

- Benjamin Franklin

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1Baird makes available to its clients various distinct products and services, and there are important differences between those services and the duties and obligations owed to clients in connection with provision of those services. Baird and your Baird Financial Advisor do not act as fiduciaries nor is a fiduciary duty owed to a client when providing certain products and services. For more information about the products and services Baird makes available as well as the duties and obligations Baird and your Baird Financial Advisor may have to you in connection with the provision of products and services, please contact your Baird Financial Advisor.