Meyer Financial Advisors, Inc.

Meyer Financial Advisors, Inc. is an independent registered investment adviser serving individual and high‑net‑worth clients as well as small businesses, managing roughly $22.6 million across a limited client roster. The firm offers comprehensive financial planning, ongoing portfolio management and investment consultation, and conducts periodic educational workshops on planning and investing topics.

The firm’s investment process blends fundamental and technical analysis within a Modern Portfolio Theory framework to build diversified portfolios that may include domestic and international equities, fixed income, ETFs, REITs and, at times, non‑listed alternative vehicles such as private credit and limited partnerships. Portfolios are typically managed on a discretionary basis and planning engagements can be broad or modular, with the firm applying active management and tax‑aware considerations where appropriate.

Noteworthy features include a concentrated client base and fully discretionary asset management, which are paired with occasional family‑office style operational services (for example, bill‑pay and coordination of external investment paperwork) offered on an hourly basis. The firm’s principal holds a CFA charter and a CDFA designation, and a separate counseling entity provides focused divorce and business consulting, creating an integrated referral pathway for clients with those specific needs.