Our Philosophy & Approach

We are financial advisors, certified financial planners, insurance specialists and service professionals. We are also parents, friends, entrepreneurs and volunteers with a united passion for helping people find financial comfort. We will serve as your partner in helping you and your family reach your personal financial goals. Our main focus and dedication is, and will always be, on our clients.

Founded in 1934, Coburn & Meredith has continued to thrive as a full-service investment firm, offering a personalized approach to managing money. We have withstood the test of time in complex, turbulent, and ever-evolving financial markets. It is our stability and commitment that has afforded us an enviable reputation as a client-focused wealth management firm.

Backed by years of experience, our financial advisors and certified planners are tasked with implementing investment strategies for a wide range of clients. We can confidently provide insightful and unbiased advice on financial issues important to you including: