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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.
2026 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 third consecutive year.
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.
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
Plan for More™—supporting your student’s future while protecting your broader financial goals.
As the cost of higher education continues to rise, paying for college often requires more than saving—it often calls for a thoughtful, customized strategy that balances education funding with your broader financial goals.
Financial Planning
Your financial life is shaped by what matters most to you. At Janney, begin by understanding your priorities, then connect your goals to a personalized financial plan designed to help you plan for more—more clarity, more confidence, and more possibility.
No matter where you are in life, we’re here to help you navigate complexity, build a thoughtful strategy, and move forward with purpose. With experience across a wide range of financial situations, we analyze your current circumstances and create a plan tailored to your unique needs and long-term vision.
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: Janney’s Mid-Year Market Update
As we reach the midpoint of the year, markets continue to evolve—and so do the factors shaping what comes next.
Recent Event: Janney's 2026 Market Outlook
What can we expect for the economy and markets in 2026?
Recent Event: A Medicare Primer
Take control of your Medicare journey by joining Janney’s exclusive client webinar!
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
October 01, 2026
Preparing Your Children for Inheritance
Conversations that emphasize responsibility can help children view an inheritance as a resource to manage thoughtfully—rather than money they are simply entitled to receive.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue, we discuss how the labor market is still doing the heavy lifting, the details surrounding recent U.S. Treasury news, and how the midterms may impact the markets.
The Changing Medicare Landscape: Why it Matters to Your Retirement Plan
Medicare is more than a health care decision. With several cost and coverage changes taking effect in 2026, reviewing your Medicare choices can help keep your retirement plan aligned with your income needs, health care priorities, and life goals.
AI-Enabled Scams Are Becoming Harder to Detect. Here’s How to Protect Yourself.
AI scams are becoming more sophisticated and harder to identify. Knowing the warning signs can help you slow down, verify what you are seeing or hearing, and better protect your personal information and financial accounts.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.