Coburn & Meredith, Inc. was founded in 1934 with a singular purpose of representing individuals and institutions in the capital markets. We have not strayed from that guiding principal, and today our clients' financial needs are met through a vast array of investment products and technologically advanced services.
At Coburn & Meredith, our entire team - from senior management and financial advisors to support staff - is focused on the client.


Our mission is to guide our clients through life’s many transitions.  Change creates stress, both emotionally and financially. Our goal is to guide our clients through a disciplined process to optimize positive outcomes.  

We understand the challenges families face today, from managing debt to saving for college or retirement, these personal finance challenges can be overwhelming.

Our commitment is to utilize all of our resources to help you pursue your goals.  We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth.  Our work, commitment, and efforts are focused on you, your family, and your financial well-being.


Guided by our conservative, proactive business philosophy, we have withstood the test of time in an often complex financial world. It is this stability and commitment to our clients that has allowed us to enjoy our enviable reputation as a service oriented investment boutique.


At every area of investment planning our high service standards remain the cornerstone of our strength.

In order to provide our clients with the highest quality of investment services and custodianship of client assets we utilize First Clearing, a division of Wells Fargo, one of the leading international investment banking and securities firms in the world. This correspondent relationship, along with our people, form the foundation upon which Coburn & Meredith seeks to provide strength, service, stability and the protection of our clients assets.

As a full service investment firm, Coburn & Meredith offers a highly personalized approach to the specific needs of our clients. Our financial professionals are able to act as unbiased advisors, selecting from a comprehensive menu of "state of the art" products and services to implement sound investment strategies. This relationship based approach allows us to provide advice you can count on from people you can trust.

Coburn & Meredith is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Securities held in your account are protected up to the total amount in the account.




Senior Vice President - Investments

Bill, has over 30 years of industry experience providing financial and wealth management services. Beginning his career at Shearson Lehman Brothers in 1987, Bill witnessed first-hand the “Black Monday - Crash of 1987” from the 103rd floor of the World Trade Center. This experience has influenced his risk mitigation strategies and provided a foundation for his investment philosophy.
Bill joined Coburn & Meredith, Inc. in 2006. Since then, he has built a team with the purpose to provide his clients with a breadth of financial guidance. In addition, he has developed the WealthFX1 process that he uses for life events like divorce, retirement, career change and more. WFX1 is a client-advisor approach which furnishes clients with a panoramic view of their unique financial situation and avenues to facilitate enriching their lives. In recognition of his passion for enriching his clients’ lives, Bill has been honored and named a Five Star Wealth Manager consecutively since 2013.
Prior to entering the financial services industry, spent four years in the U.S. Air Force, reaching the rank of Captain. He holds a degree in Aeronautical Engineering, and attended  the Carroll School of Management MBA program at Boston College. Bill has always been active within his community, having served for several years as a board member for both St. Raphael Parish School and Arlington Catholic High School. He is also the founder, Treasurer, and a current board member of the Essex Bay Sailing Club, a non-profit dedicated to teaching children to sail.

Wealth Management