Meredith Briggs (CFP®)

Meredith Briggs focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Estate & Generational Planning Issues
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice without Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Meredith graduated from Duke University in 2001 and began her financial services career in 2005 in Richmond, Virginia. After experiencing several significant family events she was inspired to develop a career helping individuals and families meet their financial goals.

She completed the rigorous exams for the Series 7, Series 66 and Life and Health Insurance licenses and began working with individuals, families and small businesses. But, as Meredith became more experienced in her field, she also became more concerned with the typical role of a financial advisor as “salesperson” and “asset gatherer” and the lack of focus on clients' financial goals.

In 2009 Meredith became a Certified Financial Planner and joined a fee-only wealth management company where she worked as the lead advisor and created and monitored comprehensive financial plans, tax projections and their corresponding investment strategies.  In 2011 Meredith moved to the Hudson Valley to be closer to family and joined a large wealth management company providing financial planning services to clients employed at local non-profit organizations. 

In 2016, Meredith became a co-owner and shareholder in Taconic Advisors. She is excited to help steer the future direction of the company and bring more awareness of fee-only planning to the community.

Meredith lives in Saugerties, NY with her husband, Matt, and her energetic young twins.  In her free time Meredith enjoys spending time with her family, playing music, practicing yoga, jogging,  hiking and exploring the beautiful Hudson Valley. 

Additional Information

We provide tax-focused financial planning and investment advisory services for individuals and families.  Unlike many companies that charge for assets under management, our clients work with us in 1 of 2 ways:

1. One-time financial reviews.

2. Ongoing financial planning and investment advisory services for a flat annual fee.

We believe good financial advice must meet a fiduciary standard and be free of conflicts of interest.  Therefore, we do not take custody of your assets, but rather, we help you evaluate your options and we work with you to implement changes to help you meet your financial goals.


Meetings available by appointment in Poughkeepsie or Saugerties, NY.  We also offer web-based meetings "virtually" anywhere.

NAPFA Start Date

April 06, 2016


This Office

82 Washington St Poughkeepsie, NY 12601-2388 Phone: (845) 486-5039

Other Offices

382 Main St Saugerties, NY 12477-1406 Phone: (845) 486-5039