A complete list of active advisors currently associated with Meyers Wealth Management

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

Meyers Wealth Management is a fee-only independent advisory practice that provides hourly financial planning and discretionary portfolio management to individuals, families, trusts, qualified retirement plan sponsors, small businesses, and charitable organizations. The firm reports managing approximately $96 million in discretionary assets for about 40 clients and provides written plans as well as portfolio implementation and ongoing management. The firm’s investment approach emphasizes strategic asset allocation implemented primarily through passively-managed index and index-like mutual funds and exchange-traded funds, with active funds or individual securities added selectively to enhance diversification or access specific asset classes. Advice is customized to each client’s tax and estate circumstances, and the firm generally manages accounts on a discretionary basis under a limited trading authorization. Distinctive features include the firm’s work with charitable organization clients — a client type that is uncommon among independent advisers — and the combination of a solo-practitioner model with a relatively large asset base and a small client roster. The principal’s quantitative fixed-income and structured-products background, together with CFP-aligned standards, informs a research-driven process that uses third-party data and in-house models.

To learn more about the advisors currently working at Meyers Wealth Management, 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.