The Meredith Group Service Areas

The Meredith Group proudly offers professional financial planning services to clients across the United States, including Pittsburgh and Western Pennsylvania. During the more than 45 years we've been in business, we have established ourselves as the trusted financial advisor in Pittsburgh for entrepreneurs, startup owners, and anyone who wants to protect their assets.

Areas in Pittsburgh We Serve

Our main office is in the Strip District along the Allegheny River to serve our Pittsburgh clients. Our financial planners at this location also work with clients throughout the Pittsburgh metropolitan area, including:

• Fox Chapel
  
• Cranberry Township
  
• Upper St. Clair
  
• Mount Lebanon

Services Our Financial Advisors in Pittsburgh Offer

The Meredith Group offers several white-glove services, including:

Legacy Wealth Planning

Our legacy wealth services go beyond basic financial planning — our team will craft a strategic plan that benefits your family for generations. We use trust services, global investment banking, business owner solutions, and more to navigate the complexities of legacy wealth.

Estate Planning

Our estate planning services involve our financial advisors and your attorney collaborating to ensure your wishes for your assets are fulfilled. We'll make sure your estate is structured to carry out your wishes in the most tax-efficient way.

Insurance

Our insurance services cover life, estate protection, taxes, disability, and more to protect your family, build your wealth through every life stage, and ensure you're taken care of.

Education Savings

Cover college expenses with education-based funding vehicles like 529 plans. Our financial advisors help parents understand and prepare for higher education costs.

Tax Planning

Alongside your accountant, our financial planners in Pittsburgh will utilize tax-efficient strategies to help you protect your wealth each tax season. These tax planning strategies may allow you to reduce your current taxes for your financial benefit.

Retirement Planning

As your professional career comes to an end, work with our financial advisors to plan your retirement. We'll create a plan that addresses financial variables and fits your retirement plans and income needs.

401(k) Services

If you want to invest in your employees, The Meredith Group offers 401(k) services and other business solutions. Your employees can use these benefits to build a secure financial future.

Investment Management

Our investment management services build and maintain an investment portfolio to grow your wealth. We'll consider the time horizon, risk, and cost while making your money work for you.

Why Choose The Meredith Group as Your Investment Company in Pittsburgh?

The Meredith Group is Pittsburgh's leading wealth management company and accredited investment fiduciary that gives serious advice to serious investors. We'll help you protect your assets throughout your lifetime — we work with multiple generations in families to ensure your financial legacy.

Our dedicated team of professionals has years of experience and various certifications. Our Chartered Financial Analysts, Certified Financial Planners, and other credentialed professionals will collaborate with you to implement a personal financial plan centered on what is most important to you.

Contact Our Financial Planners in Pittsburgh, Pennsylvania, Today

The Meredith Group has served the Pittsburgh area since 1977 and is ready to protect your assets. Contact our team today to get started.