What can we help you find?

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.

More About MASTERPLAN

Take the first step. Meet your personal financial advisor.

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

Meet Your Advisor

Naming A Guardian

Hefren-Tillotson
Read The Article
Individual Investors
Personalized financial plan for YOU
Learn More
Corporate Retirement Plans
401(k) retirement planning for businesses
Learn More
Institutions & Non-Profits
Guiding foundations, endowments & more
Learn More
Financial Seminars
Attend one of our no-obligation seminars.
View Seminars

Your Money and You

30 Years on The Airwaves
Hosted By
James G. Meredith, CPA/PFS
Every Sunday from 9AM - 11AM on NewsRadio 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:
Do You Have a Written-Long Term Plan?
Hear The Answer

MASTERPLAN 101

Get Educated on Your Investments
MASTERPLAN 101 | Lesson 7
Estate Planning: Essential Estate-Planning Documents

A recent study found that only 40 percent of American adults have a will. A will is frequently described as “the cornerstone” and “the foundation” of an estate plan. It’s always better to have a will than not have one – no matter what your age, where your career stands, or how much you have in assets.

MASTERPLAN 101 | Lesson 6
College Funding - The HIGH Cost of HIGHER Education

Getting into college. Getting through college. And always looming large: How to pay for college?? Understandable.
College tuitions increase at a greater rate than general inflation.

Experience.

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.

Insight.

You Can Rely On.

Stay informed and sign up for our newsletter. We will send you finance and investment related insights.

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.