PITTSBURGH James G. Meredith, Executive Vice President of investment advisory and financial planning firm Hefren-Tillotson, was ranked among Barron’s annual Top Financial Advisors in Pennsylvania for 2016.
“Being included on this list is an honor for me and for our firm,” said Meredith. “Our primary focus is serving investors well by providing them with thoughtful, research-based, quantitative investment strategies. When we earn recognition for it from our industry, it is great affirmation that were fulfilling that mission.
“With the help and guidance of the excellent support staff and fellow advisors at Hefren-Tillotson, I strive to build strong client relationships, with a focus on understanding my clients’ aspirations for the future.”
With more than 40 years of experience in investment management, finance and taxes, Meredith is a key member of Hefren-Tillotson’s Asset Management Group, helping to guide and formulate overall investment strategies for more than $9 billion in assets.
Meredith is also the popular host of the weekly Sunday morning financial advisory radio program, Your Money and You, on KDKA Radio. His broadcast career of nearly 30 years has earned him a national following on CBSradio.com and on iTunes.
Prior to his career with Hefren-Tillotson, Meredith specialized in taxation for an international Certified Public Accounting firm and an international conglomerate. He served as an officer in the U.S. Military and has taught college-level accounting classes.
Meredith received a Bachelor of Science degree in accounting and a Master of Business Administration in finance from the University of Dayton. His continuing education has included post graduate work in accounting, taxes and finance.
Meredith has lectured extensively throughout the United States on the subject of personal financial planning and co-authored the book “Expert Financial Planning.”
The list of distinguished advisors was produced by Barron’s after conducting extensive research, surveys and interviews, and weighing factors such as advisors’ assets under management, revenue generated, quality of service and regulatory records. The ranking is based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors.
The formula Barron’s uses to rank advisors is proprietary. It has three major components: assets managed, revenue produced and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The quality-of-practice component includes an evaluation of each advisor’s regulatory record.
Hefren-Tillotson Inc. is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, financial planning through MASTERPLAN for individuals and businesses. The firms wealth management services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFA’s. Hefren-Tillotson offers corporate services including 401 (k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. Founded in 1948, the firm is headquartered in Pittsburgh and has offices located in Pittsburgh, Butler, Greensburg, South Hills, and Wexford.
Barrons (www.barrons.com) is Americas premier financial magazine, renowned for its market-moving stories. Published by Dow Jones & Company since 1921, it reaches an influential audience of senior corporate decision makers, institutional investors, individual investors and financial professionals. With new content available every week in print and every business day online, Barrons provides readers with a comprehensive review of the market in the days and weeks to come. As a result, Barrons is the financial information source these powerful people rely on for market information, ideas and insights they can use to increase their professional success and enhance their personal, financial and well-being.