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Advice Each Step of the Way

Lifelong financial planning so you can live your best life

What are you most passionate about?

Are you making purposeful financial decisions based on what’s most important to you? Somethings are too important to be left up to chance. We’ve been implementing personal financial plans since 1977.

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Our Clients

We partner with clients of all generations who are looking to bring peace of mind to the complexities of wealth management. We believe financial health has a significant impact on wellness. That’s why we use goal-based planning to coach you through good financial decisions in each stage of life.

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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, helping people realize their goals is exciting. For over 45 years The Meredith Group has been helping families establish healthy financial futures.

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Our Services

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

Making your money work for you while considering risk, cost, and time horizon.

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Retirement Planning

Preparing for, funding and maximizing income to allow you to move into your new lifestyle.

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401(k) Services

Offering you and your employees additional personal services to make the most of retirement options.

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Tax Planning

Along side your accountant, helping you with tax-efficient strategies to preserve and protect wealth.

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Estate Planning

Working closely with your attorney to ensure your needs and wishes are carried out.

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Using appropriate tools to protect your loved ones, build wealth and fund your legacy.

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Education Savings

Using 529s and other education based funding vehicles to help your family.

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Legacy Wealth

Creating a plan that will impact the lives of others well into the future.

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Let’s Make a Plan Together

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