The Meredith Group

James G. Meredith, CPA/PFS

Executive Vice President

As Executive Vice President of the firm and President of Masterplan, Inc., Hefren-Tillotson’s parent company, Mr. Meredith has been a leader at Hefren-Tillotson since 1977. Jim’s 40 plus years of extensive professional experience in investment management, finance, and taxes is continually applied to obtain clients’ financial objectives.

As a Principal of Hefren-Tillotson, Jim is a key member of Hefren-Tillotson’s Asset Management Group, helping to guide and formulate overall investment strategies for Hefren-Tillotson’s fee-based clients, and creating investment opportunities for more than $11 billion in assets.

In 1992, Jim Meredith earned the prestigious Personal Financial Specialist (PFS) designation. The American Institute of Certified Public Accountants (AICPA), a national professional organization of CPAs, grants the PFS accreditation to a limited spectrum of CPAs. To earn this honor, Jim met six requirements, including a rigorous technical exam and a peer review of his ability to demonstrate significant experience in personal financial planning.

Jim Meredith is the financial expert of the popular call-in radio program, “Your Money and You“, live every Sunday morning from 9:00-11:00 AM EST on NewsRadio 1020 KDKA. Jim has been the host of the radio show for more than 30 years. 

He was also ranked on Barron’s Top 100 Independent Wealth Advisors in America in 2014, 2015, 2016, 2017 and 2018.

Jim’s previous experience includes specializing in taxation for a major international CPA firm and an international conglomerate, serving in the military as an officer, and teaching college-level accounting courses. As a former professor, Jim is able to employ his skills and experience in helping people to understand any subject dealing with finance.

Jim Meredith received his Bachelor of Science degree in Accounting and his Master of Business Administration in Finance from the University of Dayton. Jim’s continuing education has included postgraduate work in accounting, taxes, and finance. Jim has lectured extensively across the United States on the subject of Personal Financial Planning. He has also co-authored ‘Expert Financial Planning’, a book on financial planning.

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James G. Meredith, CPA/PFS Seminars

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Videos With James G. Meredith, CPA/PFS

Hefren-Tillotson: Market Insights – Webinar Recording – July 16, 2020

44:49. | with Brian J. Koble, CFA®, Kurt Carlson, CFP®, CFA®, AIFA®

“History doesn’t repeat itself, but it often rhymes” – Part 2 – Webinar Recording – April 30, 2020

59:05. | with Brian J. Koble, CFA®, Kurt Carlson, CFP®, CFA®, AIFA®

“History doesn’t repeat itself, but it often rhymes” – Webinar Recording

40:11. | with Kurt Carlson, CFP®, CFA®, AIFA®, Brian J. Koble, CFA®
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