Columbus, OH 5005 Horizons Drive logo

Columbus, OH 5005 Horizons Drive Office

Team
Updated today
Meyers Wealth Management, LLC logo

Meyers Wealth Management, LLC

Team

Firm-wide stats for Meyers Wealth Management, LLC

Total advisors

9

Across 2 offices

Clients per advisor

89 High

Avg AUM per client

$2,212,219 Very High

HNW client ratio

41% High

About

Meyers Wealth Management is an SEC-registered, family-owned advisory firm that serves individuals (including high‑net‑worth clients), retirement plans, trusts, estates, charitable organizations and other entities. The firm provides discretionary and non‑discretionary portfolio management alongside financial planning, estate planning, retirement plan and pension consulting, insurance review, and access to certain private or alternative (non‑account) investment opportunities.

The firm builds individualized plans and custom asset allocations for each client, employing tactical asset allocation, value‑oriented approaches and dynamic money‑management strategies drawn from fundamental, technical and cyclical analysis. Portfolios are typically managed on a discretionary basis with ongoing monitoring and periodic reviews, and investment recommendations are drawn from an internally screened “approved list” after due diligence.

Compared with many peers, the firm sponsors a wrap‑fee program and regularly offers educational seminars and workshops to clients and prospects, services the brochure notes are provided at no charge. Meyers is also notable for its multi‑advisor, family ownership model in which several advisors hold professional credentials (CIMA, CFP, CPA), and for managing roughly $1.9 billion across nine advisors and about 800 client relationships while using multiple custodial platforms and providing retirement‑plan fiduciary and participant education services.

Based on Meyers Wealth Management, LLC

Expertise

Retirement plans for business owners (SEP, solo 401k) Wealth management

Based on Meyers Wealth Management, LLC

Occupation focus

Founder/Business Owner Retired

Based on Meyers Wealth Management, LLC

Location

5005 Horizons Drive, Suite 200

Columbus OH 43220

Advisors at this office

8

Advisors at this office

user avatar

Karen K

Series 63, Series 65

Columbus, OH

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.

Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
user avatar

Martin M

CFP®, Series 63, Series 65

Columbus, OH

Meyers Wealth Management, LLC

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.

Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
user avatar

Alexandra B

Series 66

Columbus, OH

Meyers Wealth Management, LLC

Alexandra Buehler is a financial advisor at Meyers Wealth Management, LLC in Columbus, Ohio, holding a Series 66 designation with five years of industry experience. Prior to joining Meyers Wealth Management as a full team member, she worked at GBQ Partners for three years. Meyers Wealth Management is a family-owned, SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, charitable organizations, and other entities. The firm employs tactical asset allocation and value-oriented approaches to create individualized investment plans, managing approximately $1.9 billion across nine advisors and about 800 client relationships.

Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
user avatar

Benjamin M

Series 66

Columbus, OH

Meyers Wealth Management, LLC

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.

Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
user avatar

Matthew M

Series 66

Columbus, OH

Meyers Wealth Management, LLC

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.

Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
user avatar

Abigail M

Series 65, Series 66

Columbus, OH

Meyers Wealth Management, LLC

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.

Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
user avatar

Natalie B

Series 65, Series 66

Columbus, OH

Meyers Wealth Management, LLC

Natalie Braun is a financial advisor at Meyers Wealth Management, LLC in Columbus, OH, holding Series 65 and Series 66 licenses with one year of industry experience. Prior to joining Meyers Wealth Management, she worked at Huntington National Bank and JP Morgan Chase. Meyers Wealth Management is a family-owned SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and charitable organizations. The firm employs tactical asset allocation and value-oriented investment strategies, managing approximately $1.9 billion across nine advisors and about 800 client relationships.

Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
user avatar

Patrick D

Series 66

Columbus, OH

Meyers Wealth Management, LLC

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.

Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)