Meredith Stewart, CFP®, CDFA®

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. A natural planner with a passion for helping others achieve their goals, she formally transitioned into financial planning in 2018 and became a Financial Advisor. Meredith Stewart is a CFP® professional and a Certified Divorce Financial Analyst® (CDFA®) practitioner.

Meredith’s specialization in divorce financial planning grew from seeing a clear need in her community and recognizing the value a financial professional can provide during such a significant life transition. As a Financial Advocate for women, Meredith provides education, support, and guidance throughout the process, helping clients navigate the financial complexities of divorce with greater clarity and confidence. She brings together the full financial picture to help clients understand their options for asset division and develops customized proposals aligned with their unique needs and goals. By working collaboratively with attorneys, mediators, and other members of the divorce team, Meredith helps ensure that financial and tax considerations are clearly understood and thoughtfully incorporated into the broader process. She finds fulfillment in building lasting relationships with her clients—supporting them through the transition of divorce as well as helping them navigate their financial lives and goals in the years that follow.

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. The CDFA® is the property of the Institute for Divorce Financial Analysts.

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.

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 welcomed her son Fletcher to her family in 2025.