Meet the Team
The Meredith Group, founded by Jim Meredith in 1977, is rooted in a longstanding tradition of integrity established at Hefren‑Tillotson, a respected Western Pennsylvania firm. Since merging with Baird Private Wealth Management in 2022, we have proudly carried that legacy forward—delivering personalized, thoughtful guidance that goes beyond the numbers to help clients live the life they envision. Our team combines deep experience, advanced credentials, and a collaborative approach, all guided by an unwavering commitment to integrity, care, and exceptional service.
