Meredith Stewart, CFP®, CDFA®

As an Associate Wealth Manager, Meredith is responsible for helping clients identify and achieve their financial goals through an approachable and understandable, comprehensive wealth management plan. She coordinates with the clients’ other trusted advisors (CPAs, attorneys, insurance agents) to make sure families are covered across the board and have confidence in their overall financial life. Meredith has a specialty in working with clients to plan for college education, home-buying, and the divorce process. She is part of a collaborative team offering workshops and resources for clients going through divorce.

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, Meredith began working in finance in 2018, knowing she wanted to help empower people to reach their life goals, and that having a financial plan is key to that confidence. She enjoys working with clients to provide education, clarity, and a plan to achieve their aspirations. Meredith Stewart is a CFP^® professional and CDFA^® certificant.

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! It holds memories from all the trips I’ve taken in it – across the country and locally. I built out the van in 2017 and it’s taken me to countless trailheads and beaches. I’m excited to start taking my son on these trips with me.

ONE PIECE OF ADVICE

I like reminding clients “It’s not timing the market, it’s time IN the market.” As your Trusted Wealth Manager, we helps 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 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 looks for 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!