Take the First Step

Contact us for a no-obligation meeting.

Contact Us
Use the following form for general inquiries. Do not send transaction orders (e.g., trade instructions), as it is our policy not to accept such items electronically. Requests for financial instructions must be confirmed by phone or in person with a Hefren-Tillotson representative prior to initiation.

The Meredith Group

at Hefren-Tillotson

For over 30 years, Jim Meredith has provided expert advice to live callers on the radio program, “Your Money and You”, every Sunday morning on KDKA 1020-AM. The objective of the show is to offer consistent and unbiased, knowledgeable advice. Jim has integrated this objective into every facet of how The Meredith Group operates, which has allowed us to become our clients’ most trusted advisor. We often field calls seeking family advice, recommendations on purchasing a home, and guidance in selling multimillion dollar businesses. We pride ourselves in helping clients successfully overcome some of the most stressful obstacles in live.

The Meredith Group has over 150 years of combined industry experience and an exceptional reputation as a trusted source of financial advice. Our team holds bachelor’s degrees in Finance, Mathematics, Business Administration, Accounting, a Juris Doctor (JD) and the Arts; Master’s degrees in Business and Finance; and a Legum Magister (LLM) degree. Our designations include Certified Public Accountant (CPA), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), and Certified Financial Planner™ (CFP®).

Take the First Step

Contact us for a no-obligation meeting.

Contact Us
Use the following form for general inquiries. Do not send transaction orders (e.g., trade instructions), as it is our policy not to accept such items electronically. Requests for financial instructions must be confirmed by phone or in person with a Hefren-Tillotson representative prior to initiation.
Executive Vice President
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Senior Vice President
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Senior Vice President & Branch Manager
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Watch and learn

Videos With The Meredith Group

Money Monday: Tuition Sticker Shock

04:57. | with Jayme Meredith, CFA®

Money Monday: Tax Time

05:01. | with Jayme Meredith, CFA®

Money Monday: Tips For Creating A Household Budget

05:11. | with Jayme Meredith, CFA®

Money Monday: Teaching Kids The Value Of Saving

04:01. | with Jayme Meredith, CFA®

Money Monday: Election Impacts On Finances

06:50. | with Jayme Meredith, CFA®

Money Monday: Election Season

04:48. | with Jayme Meredith, CFA®

Money Monday: Financial Advice To Remember

05:12. | with Jayme Meredith, CFA®

Money Monday: What Now?

05:22. | with Jayme Meredith, CFA®

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

44:49. | with James G. Meredith, CPA/PFS, Brian J. Koble, CFA®, Kurt Carlson, CFP®, CFA®, AIFA®

Money Monday: Unemployment

06:31. | with Jayme Meredith, CFA®

Money Monday: Coronavirus Financial Troubles

05:11. | with Jayme Meredith, CFA®

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

59:05. | with James G. Meredith, CPA/PFS, 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®, James G. Meredith, CPA/PFS

Money Monday: How Coronavirus Is Impacting The Economy

05:57. | with Jayme Meredith, CFA®

Money Monday: Coronavirus Impact On Your Wallet

07:15. | with Jayme Meredith, CFA®

Money Monday

06:02. | with Jayme Meredith, CFA®

What can we help you find?