A complete list of active advisors currently associated with Meyer Gates Financial Advisors, Inc
Warmer can help you find a great advisor at Meyer Gates Financial Advisors, Inc or one who fits your needs even better.
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.
To learn more about the advisors currently working at Meyer Gates Financial Advisors, Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
West Chester, OH
| 7
| |
West Chester, OH
| 9
| |
West Chester, OH
| 16
|
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