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Customized planning for your financial needs and goals.

No two clients are the same. Together, we’ll build a custom tailored MASTERPLAN® to fit your financial needs and goals.


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Learning about your needs and goals is our first step toward your financial future. Help one of our advisors get to know you!

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The Dreaded Question: “So, What Are You Doing These Days?”

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Individual Investors
Personalized financial plan for YOU
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Corporate Retirement Plans
401(k) retirement planning for businesses
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Institutions & Non-Profits
Guiding foundations, endowments & more
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Financial Seminars
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Your Money and You

35 Years on The Airwaves
Hosted By
James G. Meredith, CPA/PFS
Every Sunday from 9AM - 11AM on 100.1 FM & AM 1020 KDKA
Our weekly radio show matches our financial advisors with your questions on finance and investment.

Ask the Advisor

Financial Q&A Podcast
This Week's Topic:
The Psychology of Money
Hear The Answer


Happenings at Hefren-Tillotson
JAN 24

Your Money & You

9:00 AM • NewsRadio 1020 KDKA

Every Sunday on NewsRadio 1020 KDKA

FEB 01

Money Mondays

First Monday of every month on Pittsburgh Today Live

FEB 04

Ask the Experts: Online Edition

Online event answering YOUR questions, the first Thursday of every month


Get Educated on Your Investments
MASTERPLAN 101 | Lesson 10
Millennials & Money: By the Numbers

Like the Baby Boomer generation – born in the years 1946 to 1964 –the Millennials are proving to be an endless source of fascination for researchers and the media. Now that most of the Millennial cohort have moved into careers, the spotlight is frequently shown on how they handle money. All that attention has uncovered financial facts that can be significant for the American economy as a whole.

MASTERPLAN 101 | Lesson 9
Life Insurance - Getting It and Getting It Right!

Just how important is insurance in your personal world? Buy a car – you buy auto insurance. Buy a house – you buy homeowners’ insurance. Rent an apartment – you buy renter’s insurance. Start a business – get business owner’s insurance. And the list goes on.


You Can Trust.

Since 1948, we’ve provided clients with comprehensive, unbiased advice relating to all aspects of their personal financial situations because we listen. We learn who you are. We see the future through your eyes.


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Hefren-Tillotson Inc. is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, financial planning through MASTERPLAN® for individuals and businesses. The firm’s wealth management services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFS’s. Hefren-Tillotson offers corporate services including 401(k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. Founded in 1948, the firm is headquartered in Pittsburgh and has offices located in Pittsburgh, Butler, Greensburg, North Hills, and South Hills. MEMBER SIPC.