Lifelong financial planning so you can live your best life
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.
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.
"Our relationships are based on trust and integrity. We like to say that we find the truth together."
- Jayme Meredith
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.
"We strive to be our client’s most trusted advisor and that goes far beyond investment management."
- Jim Meredith
Making your money work for you while considering risk, cost, and time horizon.
Preparing for, funding and maximizing income to allow you to move into your new lifestyle.
Offering you and your employees additional personal services to make the most of retirement options.
Along side your accountant, helping you with tax-efficient strategies to preserve and protect wealth.
Working closely with your attorney to ensure your needs and wishes are carried out.
Using appropriate tools to protect your loved ones, build wealth and fund your legacy.
Using 529s and other education based funding vehicles to help your family.
Creating a plan that will impact the lives of others well into the future.