We work for you! Meyers Wealth Management provides financial peace of mind. We can help you overcome anxiety, and eliminate the uncertainty related to your financial world.
Meyers Wealth Management works on a strictly fee-only basis, meaning we get no commissions or financial incentives from any financial service provider. You can rest assured that when we make recommendations for specific products or services, we do so because we believe it to be in your best interest. Period.
Our mission is to provide honest, unbiased financial planning and portfolio advice to all comers. We don’t require you to turn over substantial assets for us to manage (though we do ongoing portfolio management for some of our clients). In addition to ongoing full-service comprehensive financial planning, and portfolio management, we provide one-off consultations on a project or hourly basis, and find that for many clients, that’s all they need.