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When you work with us, it’s about going beyond investing. It’s about connecting your life and your finances.
As a part of a full-service Firm, we can provide access to everything you need to best execute your financial plan, helping you through each step toward achieving your financial goals. We are committed to putting your needs first and offering you trustworthy, customized, and accessible financial and investment services fit for your needs. Janney offers a comprehensive range of financial planning services, along with high-quality investment solutions and a support team of specialists for all of your wealth needs.
At Janney, you can feel confident that your wealth management firm will be there over the long run to support your financial goals, in every market condition, through every stage of your life.
Awards
We are proud that our team member, Andrew Meredith, has received honors and recognition from highly regarded industry publications.These prestigious awards recognized Financial Advisors based on certain criteria, but all share the commonality of providing the highest quality of service to their clients.
2025 Forbes Best-in-State Wealth Management Team
Meredith Lindung Wealth Management has been recognized as a Best-in-State Wealth Management Team by Forbes for the second consecutive year.
2024 Forbes Best-in-State Wealth Management Team
Meredith Lindung Wealth Management has been recognized as a Best-in-State Wealth Management Team by Forbes.
Financial Times Top 400 Advisors
Financial Times recognized Andrew Meredith as a Top 400 Wealth Advisor.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of higher education may require a customized plan to meet your funding needs, while balancing other expenses and goals.
Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
Investment Management
Our investment management process centers around a custom plan for your unique circumstances, incorporating thoughtful guidance for a strategy that aligns with your goals.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
Recent Event: Holistic Financial Strategies for Business Owners: Build, Grow, and Transition
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?*
Recent Event: Maximize the Value of Your Business with Insights from an Investment Banker
If you own a business, selling your company could be the most important financial transaction you’ll undertake.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
May 01, 2025
Leveraging Annuities During Market Uncertainty
Annuities can be a powerful tool for securing your investments—offering asset protection, tax deferral, guaranteed income, and peace of mind. Read this article to learn more.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Protecting Your Business: The Importance of Insurance
The day-to-day demands of running a business can be all-consuming. This article takes a look at a few important considerations for the protection of you and your business.
Should I Convert From a Traditional IRA to a Roth IRA in a Volatile Market?
Soaring inflation and global conflict have led to ongoing stock market volatility. Retirement savers may be wondering, “Is now a good time to convert to a Roth IRA?”
How to Reduce Taxes on Employer Stock in a 401(k) Plan
If you participate in a 401(k), or other qualified retirement plan that lets you invest in your employer’s stock, consider the tax deferral opportunities of net unrealized appreciation.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.