Wealth Management Products and Services
The Meredith Group's consulting services cover every major financial decision that frames your life, from your first investment through retirement and estate planning. Lifelong financial planning is about more than just investments — it demands a comprehensive plan that helps you navigate every potential scenario. Our experienced personnel have decades of experience in planning for the worst so you can experience the best. As we work with you to identify and define your goals, we utilize a wide range of services to implement your unique plan. Discover some of the most essential services our clients rely on, then contact us to discuss your options.
Investment Management
Finding an investment is easy. Finding the right investment is harder. The most important part is defining your purpose. Our investment management consulting team will help identify your goals and how much you need to earn to reach those goals while considering risk. Trust our experienced investment professionals to objectively build, monitor, and maintain a well-diversified portfolio of comprehensive investments for your specific needs.
Retirement Planning
Our mission is to provide you with a blueprint to reach your ultimate retirement goal, whether that is traveling the world or giving back to causes that are dear to you. We work alongside our clients to develop a plan that addresses variables that can impact an individual’s retirement, like inflation, tax rate, and longevity. When you hit that age, let The Meredith Group have an established retirement plan design ready to guide you through the rest of your life.
401(K) Services
We understand the desire of our business owner clients to attract and retain satisfied and productive employees. We can assist by offering competitive, cost-effective benefits that promote personal financial security. This involves ongoing meetings with plan trustees, assisting plan sponsors with their fiduciary responsibilities, building investment menus, and providing employee education. We can help you drive optimal performance and maximum participation.
Tax Planning
Tax planning can often be downplayed or forgotten. One of our strengths is integrating tax considerations into your financial plan, even working directly with your tax preparer to take the burden off you. This allows us to recommend appropriate investments to reduce current taxes and plan how to provide future income in a tax-efficient manner. Taxes can be complicated and the tax code is frequently changing. Let us use our expertise to guide you around the pitfalls.
Estate Planning
Reviewing your legal documents is a critical step in establishing your financial plan. Some basic documents include a Will directing the disposition of assets; a Power of Attorney naming a trusted individual to act on their behalf; and a health care directive. We work closely with our clients’ attorneys to make sure their needs and wishes are carried out. We would be happy to help you plan your legacy.
Insurance
Our lifelong planning covers each state of life, which means we discuss everything from covering life and disability to exploring how insurance products can be used to reduce taxes and protect your estate. We also review existing policies to ensure that premium costs are fairly priced, as well as reviewing the rating and financial standing of the companies covering those policies. Ensuring you’re taken care of without placing extra burden on your family is a key part of our financial planning.
Education Savings
Every parent wants to provide a solid foundation for their child as they enter adulthood. For many this means making education a priority and understanding what it will cost. Our expertise with 529 plans and other education-based funding vehicles have helped many of our clients cover the cost of college.
Legacy Wealth
Beyond financial planning, our team understands the complexities that accompany legacy wealth. We integrate a suite of specialized resources such as Trust Services, Business Owner Solutions, Global Investment Banking, and many external strategic partners. We would be happy to introduce you to our extensive resources specifically designed to help negotiate the intricacies of family, business, and legacy wealth.
Why Choose The Meredith Group?
Whether you're looking for personal budget consulting services to enhance the rest of your life or generational planning support that sets your family up for success, The Meredith Group's trusted professionals offer serious advice to serious investors. We bring a range of certifications to the table and leverage the most current best practices for every financial decision you make.
When you come to us, you choose people who put your interests above all else. Our commitment is to you, and we work tirelessly to optimize your portfolio and cater every decision to your precise needs. Wherever your financial experience level lies, trust that we will present all the information and ensure you understand so you can make the best decisions for your future.
Work with Certified Investment Management Analysts (CIMA®), Certified Trust and Fiduciary Advisors (CTFA), CERTIFIED FINANCIAL PLANNER™ professionals, Personal Financial Specialists (PFS), Chartered Financial Analysts (CFAs®) and other licensed professionals to manage your wealth effectively and achieve all your financial goals.
Contact Our Wealth Planning Professionals Today
Your initial contact with The Meredith Group is the start of a long relationship characterized by support and success. Our team has worked with families for generations because we know how important it is to have a financial planner who understands you, your interests, and your financial potential. As a multi-year award-winner of the Five Star Wealth Manager Award (award issued on 6/1/24 by Five Star Professional (FSP) for the time period 9/12/23 through 3/29/24), ranked by Barron's as one of 2025's Top 1200 Financial Advisors in America, published 3/10/25, based on reviews through 9/30/24, and recognized by Forbes/SHOOK Research as a 2025 Best-In-State Wealth Management Team, published 1/9/25, based on reviews through 3/31/24.
Grow your future and secure your success with wealth planning resources from the experts. Whatever your goals are, we will help you find a way to reach them. For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
MeredithGroup@rwbaird.com | (412) 633-1986