Osaic Wealth
37yrs
Top advisor by experience in Needham Heights
27yrs
Meredith Lopez is a fiduciary financial advisor in Needham Heights, Massachusetts, with 27 years in the industry. Meredith joined Strategic Advisers in 2025, after seven years at Fidelity Personal and Workplace Advisors. Meredith holds the CFP® designation.
One of 23 advisors with offices in Needham Heights, and one of 21 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 5% by experience at Strategic Advisers
OfficeNeedham Heights, MA
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2000 – 2018Strategic Advisers LLCPreviously
Contact Meredith
(617) 563-7000Firm headquarters in Boston, MA. Ask for Meredith. Needham Heights, MAOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Meredith
Tailored to Meredith’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Meredith
How do I contact Meredith?
Call Strategic Advisers at (617) 563-7000 and ask for Meredith Lopez. Meredith works from the Needham Heights, MA office.
How long has Meredith been a financial advisor?
Meredith has been in the industry since 1999, about 27 years. Top 5% by experience at Strategic Advisers.
What licenses does Meredith hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Meredith a fiduciary?
Meredith is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Meredith paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Meredith for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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