Your Dedicated Wealth Management Firm

We believe it’s important to have a clear picture before you can focus on how all the pieces of your financial life fit together. We spend time working on your vision and then design a strategy to meet your goals and expectations.

As an independent financial advisory firm, we offer many options that clients might not otherwise have. We represent more than one company, which means more product choices for you. Using the strength that comes with choice creates an advantage. After we design a strategy, we’ll source the products best suited for your goals. We have learned that the fastest way to help you create a workable plan is to focus on smart retirement strategies, not aggressive investment selection.

There are roughly 130,000 financial advisors in the United States. Why choose us? We will make sure you’re informed about your investments and how your money is managed.

As your dedicated advisor, we’re focused on adding convenience, transparency and simplicity to your life. Whether you’re investing hundreds or millions of dollars, we’re about more than just results—we’re about helping you understand where those results came from and why we chose the strategy we did. If you want to know exactly what’s happening with your money, schedule an appointment today and we will demystify the investment process.

If you’re spending too much or not saving enough to stay on course to reach for your goals, we will make sure you know it—and encourage you to get back on track.

We’re not just a financial advisory firm. Thinking about a career change? We’re here to help. Just went through a divorce? Let’s talk about what’s next. Wondering where you should live in retirement? We’ll give you a neutral opinion—and we might have a few ideas of our own.

We don’t just take you from one item to the next. We identify and communicate what should take priority and guide you each step of the way. In other words, we don’t just give you the pieces, we’ll help you put it all together to complete your vision.

A fiduciary financial advisor is a financial advisor who is legally bound to always conduct their work in the client’s best interest—not any other person or entity. When a client chooses to work with an advisor who abides by this duty, they can be assured that the advisor has a duty of trust and loyalty to the client. At Meyer Financial, we are proud say that we are a fiduciary firm and always act in our client’s best interest.