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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.
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.
Forbes Best in State Wealth Advisor
Andrew Meredith named as a Forbes Best in State Wealth Advisor.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
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.
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.
Janney's 2024 Mid-Year Market Update
What’s next for the economy and markets?
Recent Event: Cybersecurity
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
Recent Event: Tax & Estate Planning
Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
May 01, 2024
Planning Strategies for Remaining 529 Balances
Did you know that if you saved more for college than you needed, new changes to 529 plans allow for unused or leftover savings to be rolled into the beneficiary’s Roth IRA?
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
In this issue we discuss reduced pessimism toward European equities, real yields, and whether an S&P 500 high is still ahead.
Gain valuable tax benefits by replacing an unneeded annuity with a new one that offers long-term care coverage.
You’re proud of the children in your life. And understandably, you may want to reward them with one of the best gifts you can give — supporting their education.
Office Information