A complete list of active advisors currently associated with Meyers Financial Services

Warmer can help you find a great advisor at Meyers Financial Services or one who fits your needs even better.

The firm serves individuals — including high-net-worth clients — as well as sponsors of qualified retirement plans and charitable organizations, providing discretionary portfolio management, comprehensive financial planning (both one-time and ongoing), and ERISA 3(21) limited-scope plan advisory services. It also conducts public educational seminars and, through its advisory entity, offers insurance brokerage and tax-preparation services as part of its offerings. Portfolios are managed on a discretionary basis and grounded in client-specific investment policy statements that document goals, time horizon, and risk tolerance; the firm uses both fundamental and technical analysis and performs regular reviews and reporting. For retirement-plan clients it can act as a limited-scope ERISA 3(21) fiduciary and supports participant education and plan monitoring in accordance with the plan’s IPS. Notable differences from many peers include the firm’s integration of licensed insurance sales and tax-preparation services into its advisory business — the firm discloses it receives commissions on insurance products and that the principal devotes a significant portion of time to tax services — and the firm addresses those conflicts through disclosure and fiduciary procedures. The firm also offers free public seminars and maintains a Certified Divorce Financial Analyst designation and the ability to provide court, mediation, or arbitration support, services that are less common among similarly sized advisory firms.

To learn more about the advisors currently working at Meyers Financial Services, 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.