Coburn & Meredith, Inc. was founded in 1934 with the single purpose of representing the interests of individuals and institutions in capital markets. For over 80 years, we have stood with an unrelenting commitment to the quality and excellence in providing individuals, families, and businesses with guidance to help them achieve their unique financial goals.
We are a family-owned, regional broker-dealer with multiple offices throughout New England. Our business model is a broker-dealer/RIA hybrid. Our internal operations and compliance team provides unparalleled support to over 30 financial advisers and thousands of client relationships. Coburn & Meredith values an independent work environment, coupled with business transparency. We stand to be your single resource for comprehensive, fully integrated wealth management products and services for your clients.
As an adviser with Coburn & Meredith, Inc., you can expect an entrepreneurial, independent environment with the flexibility to build your practice without propriety sales requirements or restrictive covenants. We give our advisers full ownership of their businesses and client relationships. Coburn & Meredith advisers are offered two business models to select from – Employee or Independent. Under each adviser model, you will select from our firm’s custodial affiliations, First Clearing and Fidelity Investments. We do not require a minimum account size nor do we dictate what an adviser may charge for advisory fees, within limits. You will have the freedom to serve all client types with a wide range of investment products. We are proud to offer some of the highest payouts in the industry- up to 90-percent for our independent advisers.
Our advisers are provided with industry-leading trading and reporting programs. Our technology systems include proposal generating features, research tools, along with financial planning software. Advisers also have the capability to add on integrated, third-party technologies at a discounted cost. On-demand training and practice management consultations are available through our custodial relationships.