Meredith Stewart, CFP®, CDFA®, APMA®

Pronouns (she/her/hers)

As an Associate Wealth Manager, Meredith helps clients identify and achieve their financial goals through a customized and approachable plan. Meredith has a personalized approach – starting with a conversation about you, your life, and what matters most to you. She assesses your financial picture and what’s important to you to tailor a plan that gives you financial clarity. She is passionate about providing you with relevant information that empowers you to move forward with confidence and a plan that reflects your priorities.

Meredith grew up in Boulder, Colorado. After getting her Bachelor’s degree from Colorado College in Environmental Science and Spanish and spending a year abroad in Spain, she moved to Portland and found it a great place to call home. As a natural planner and knowing she wanted to help empower people to reach their life goals, in 2018 she formally transitioned to helping people with their finances and became a Financial Advisor. She has obtained her Accredited Portfolio Manager certification, her CFP®, and is a Certified Divorce Financial Analyst® (CDFA®).

Meredith’s specialization in divorce planning came from seeing the community need, and knowing the benefit a divorce financial analyst can offer. As a CDFA®, Meredith determines what amount each spouse should receive, which can be used as a negotiating tool during mediation or trial. She is part of a collaborative team offering resources for clients going through divorce. She enjoys working with all clients to provide education, clarity, a plan, and the confidence to achieve their aspirations.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER™ and CFP^® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

MOST TREASURED THING I OWN

My camper van carries the miles and the memories from all the trips I’ve taken in it – across the country and locally. I built out the van in 2017 and it has brought me to countless trailheads and beaches. I’m excited to start taking my son on these trips with me.

ONE PIECE OF ADVICE

Some clients need the reminder “It’s not timing the market, it’s time IN the market.” As your trusted Wealth Manager, I help clients have peace of mind and a plan through the ups and downs of life and the market.

HOBBIES

Meredith cares about her social community and environmental impact — you can often find her volunteering and she bikes to work almost every day. She is also an active soccer player, and when not playing, she’s likely cheering on our Thorns and Timbers National Soccer teams.

She is a part of our Inclusion, Diversity, and Equity Committee and enjoys opportunities to provide pro-bono advice to under-represented groups and Spanish-speaking families. Meredith and her wife welcomed their new baby boy, Fletcher, to their family early 2025!