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Meredith Stewart

Meredith Stewart

Advisor, CFP®

Content for Meredith Stewart


Meredith grew up in Boulder, Colorado. After spending a year abroad in Spain and then getting her degree from Colorado College in Environmental Science and Spanish, 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.

Outside the office

She 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.

Education, Designation & Credentials

  • Accredited Portfolio Management AdvisorSM 

Insights from Meredith

Meredith Stewart

Mega Backdoor Roth

You may have heard this bizarre sounding term "Mega backdoor Roth" pop up in financial articles or amongst conversations with colleagues which seems more related to furniture than finance. We’re here to break it down. We’ll start with what’s a “Roth,” then what does “backdoor” mean, and how much is “mega.”

February 06, 2024 by Meredith Stewart
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