Meyers Wealth Management, LLC

Karen Kehres is a financial advisor with Meyers Wealth Management, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and 22 years of industry experience. She has worked at Meyers Wealth Management since 2017 and previously held roles at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Meyers Wealth Management is a SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $1.61 billion across discretionary and non-discretionary accounts, offering portfolio management and related planning services with a focus on tactical asset allocation, value investing, and customized equity and fixed-income strategies.

Martin Meyers is a CFP®-designated financial advisor at Meyers Wealth Management, LLC in Columbus, OH, with 28 years of industry experience. He has worked at Meyers Wealth Management since 2018 and previously spent nine years at Wells Fargo Advisors and Wells Fargo Clearing Services. Meyers Wealth Management is a SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses with portfolio management and related planning services. The firm manages approximately $1.61 billion and employs a range of strategies including tactical asset allocation and value investing, while sponsoring a wrap-fee program and offering educational seminars for clients and plan participants.

Alexandra Buehler is a financial advisor at Meyers Wealth Management, LLC with four years of industry experience. She holds a Series 66 designation and previously worked at GBQ Partners from 2016 to 2019. Meyers Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, managing approximately $1.61 billion in assets. The firm offers portfolio management and related planning services using strategies such as tactical asset allocation and value investing, and it sponsors a wrap-fee program while providing educational seminars for clients and plan participants.

Benjamin Melnick is a financial advisor at Meyers Wealth Management, LLC in Columbus, OH, with seven years of industry experience. He holds the Series 66 designation and has worked at Meyers Wealth Management since 2017, following positions at Wells Fargo Advisors and Wells Fargo Clearing Services. Meyers Wealth Management is a SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses with portfolio management and planning services. The firm manages approximately $1.61 billion and employs a range of investment strategies, including tactical asset allocation and value investing, while offering educational seminars and pension consulting.

Matthew Meyers is a financial advisor with Meyers Wealth Management, LLC in Columbus, Ohio. He holds a Series 66 designation and has 10 years of industry experience, including prior roles at Wells Fargo Advisors and Wells Fargo Clearing Services. He has been with Meyers Wealth Management since 2017. Meyers Wealth Management is a SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $1.61 billion using individualized, discretionary investment strategies that combine tactical asset allocation, value investing, and customized equity and fixed-income approaches.

Abigail Meyers is a financial advisor at Meyers Wealth Management, LLC in Columbus, OH. She holds Series 65 and Series 66 licenses and has worked in the financial services industry since 2021, including prior roles at PricewaterhouseCoopers and Coastal Ridge Real Estate. Meyers Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses with portfolio management and related planning services. The firm employs a range of investment strategies and offers discretionary portfolio management, financial planning, and pension consulting, while also providing educational seminars for clients and plan participants.

Robert Meyers is a financial advisor with Meyers Wealth Management, LLC, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Meyers serves as a trustee for family trusts. Meyers Wealth Management is a SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $1.61 billion using individualized investment plans, employing strategies such as tactical asset allocation and value investing, and offers services including financial and estate planning, retirement plan advisory, and insurance guidance.

Natalie Braun is a financial advisor at Meyers Wealth Management, LLC in Columbus, OH, holding Series 65 and Series 66 licenses. She has experience working at Meyers Wealth Management since 2022, and prior roles include positions at Huntington National Bank and JP Morgan Chase. Natalie also spent four years at Loyola University Chicago. Meyers Wealth Management is a SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $1.61 billion using individualized investment plans and a variety of strategies, and it offers financial planning, estate planning, retirement plan advisory, and insurance guidance.

Patrick Doss is a financial advisor with Meyers Wealth Management, LLC in Columbus, OH, holding a Series 66 designation and 12 years of industry experience. He has worked at Meyers Wealth Management since 2018 and previously spent nine years at Wells Fargo Advisors, LLC, followed by two years at Wells Fargo Clearing. Meyers Wealth Management is a SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses with portfolio management and related planning services. The firm employs a range of investment strategies, manages approximately $1.61 billion in assets, and offers educational seminars and pension consulting as part of its client services.