Meyer Gates Financial Advisors, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Meyer Gates Financial Advisors provides discretionary investment management, financial planning, and retainer/hourly advice to individuals, pension and profit‑sharing plans, trusts and estates, charitable organizations, and small businesses, managing about $168.7 million for roughly 177 clients. The firm documents client goals in Investment Policy Statements and offers ongoing portfolio monitoring, cash flow and retirement planning, and insurance planning advice (it does not sell insurance products).
Investment implementation follows a strategic, core‑and‑satellite asset allocation that emphasizes no‑load mutual funds and exchange‑traded funds supplemented by customized securities where appropriate, using both fundamental and technical analysis. Meyer Gates obtains written discretionary trading authority and may employ margin and option strategies — including use of margin in some accounts — which involve additional risks and the use of borrowed funds in client accounts.
Noteworthy features for a firm of its size include an unusually broad office footprint (five offices for a three‑advisor practice) and a regular program of retirement‑planning seminars, typically hosted at local universities, to educate prospective attendees. The firm also discloses a small number of trustee relationships in which an owner serves as trustee for four client accounts and does not vote proxies on behalf of clients, leaving proxy matters to clients or issuers.
Client services
Expertise
Fee options
Financial planning fees range from $50 to $5,000, negotiable; retainer agreements with negotiable annual fees
$0 - $499,999: 1.25% annually $500,001 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001+: 0.50% annually
$375 per hour for limited scope engagements
Account minimum: $500,000 Fee-only: Financial planning fees range from $50 to $5,000 and are negotiable; average costs range from $2,000 to $5,000 and included at no cost for clients whose investments are managed by Meyer Gates; hourly rate for limited scope engagements is $375/hour; retainer agreements with negotiable annual fees
Main office
9100 West Chester Towne Centre Drive
West Chester OH 45069
Advisors at this office
3
Most active in
Ohio · Tennessee
Also doing business as
Meyer Gates Financial Advisors, Inc · Ss + D Financial · Ss + D Financial, LLC · Ss+D Financial, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Michael M
CFP®, Series 65
West Chester, OH
Meyer Gates Financial Advisors, Inc
Michael Moloney is a CFP® and Series 65-registered financial advisor with Meyer Gates Financial Advisors, Inc, based in West Chester, OH. He has 16 years of industry experience and also serves as the managing shareholder and an attorney at Sebaly Shillito & Dyer, a legal professional association. Moloney has been with Sebaly Shillito & Dyer since 1990 and with SS&D Financial, LLC since 2003. Meyer Gates Financial Advisors provides discretionary investment management and financial planning to individuals, pension and profit-sharing plans, trusts and estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach using a core-and-satellite framework with both fundamental and technical analysis, managing approximately $151 million for about 163 clients.
Douglas M
Series 65
West Chester, OH
Meyer Gates Financial Advisors, Inc
Douglas Meyer is a financial advisor with Meyer Gates Financial Advisors, Inc. He holds a Series 65 designation and has nine years of industry experience. He has worked at SS+D Financial, Inc. since 2014. Meyer Gates Financial Advisors provides discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, trusts and estates, charitable organizations, and small businesses. The firm uses a strategic asset allocation approach with a core-and-satellite framework and manages approximately $151 million for about 163 clients.
Joseph G
Series 65
West Chester, OH
Meyer Gates Financial Advisors, Inc
Joseph Gates is a financial advisor at Meyer Gates Financial Advisors, Inc. with seven years of industry experience. He holds a Series 65 designation and previously worked at Principal Financial Group from 2016 to 2018. Meyer Gates Financial Advisors provides discretionary investment management, financial planning, and retainer/hourly advice to individuals, pension and profit-sharing plans, trusts and estates, charitable organizations, and small businesses. The firm manages approximately $168.7 million for about 177 clients, using a strategic core-and-satellite asset allocation with an emphasis on no-load mutual funds and exchange-traded funds, supplemented by customized securities.
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