Focused on Your Financial Future

We are focused on assisting clients find financial comfort as they navigate through life transitions.

Focused on Your Financial Future

We are focused on assisting clients find financial comfort as they navigate through life transitions.

Focused on Your Financial Future

We are focused on assisting clients find financial comfort as they navigate through life transitions.

Focused on Your Financial Future

We are focused on assisting clients find financial comfort as they navigate through life transitions.

Focused on Your Financial Future

We are focused on assisting clients find financial comfort as they navigate through life transitions.

Who We Are

Coburn & Meredith is a full-service investment firm offering wealth management and financial planning solutions.  For over 80 years, we have held fast to our commitment to independence and to placing the interests of our clients above all else.  With unbiased, professional advice coupled with a broad offering of financial products, we can give our clients more than just ways to approach their financial need – we give them solutions.

We serve individuals, families, small businesses, corporate executives and non-profit organizations.  Our goal is to build long-term personal relationships with each and every client we serve.  Through our comprehensive wealth management process, we can confidently provide professional advice on financial issues important to you including: retirement planning, charitable giving, college savings, estate and trust services, and individual portfolio management.

Our Approach

Backed by years of experience, our advisors help clients with similar issues and concerns as you.  We specialize in creating an approach that is designed to address your individual financial situation.

Our Team

Our financial professionals offer an exceptional blend of investment knowledge and experience.  We are dedicated to providing wealth management solutions and services tailored to your investment needs.

Our Clients

Clients choose to work with Coburn & Meredith because of the integrity and professionalism of our employees.  We take the time to understand your financial needs, advise on a unified strategy, build a durable plan together, and monitor your plan along the way to your goals.

Established in 1934

Over 2,000 Client Relationships

Multiple Office Locations

Family-Owned Business

Featured Content

The Power of Compound Interest

by Diana Salvucci on Aug 23, 2017

Remember your mid-twenties when retirement seemed like a lifetime away, and living paycheck to paycheck was not only the norm, but your reality. ‘If only I knew then what I know now’ can be heard echoing throughout offices in banks around the country.

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Life Insurance Replacement: What You Need to Know

by Diana Salvucci on Aug 10, 2017

The purchase of life insurance is typically triggered by a life event, such as marriage, the birth of a child, a home purchase or a job promotion. So, it is not uncommon for many people to change their life insurance coverage three or four or even eight times throughout their lifetime.

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Should You Have a Living Trust?

by Diana Salvucci on Aug 9, 2017

A will is the foundation of your estate plan and it is essential if your financial affairs are to be settled in accordance with your wishes. If you die without a will, or “intestate” as the law refers to it, essentially the state becomes your executor and your property will be distributed according to its laws.

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