Partner with the fee-only financial planning and investment management firm that truly has your best interest at heart. As a fiduciary, Meyer Capital Group focuses on you and your unique set of needs.
Personal: Meyer Capital Group has provided each of our clients with one-on-one attention for more than five decades. You will receive dedicated attention from our team of investment professionals. Clients will have access to email, phone, video and face-to-face support from their advisors. We encourage transparency and open lines of communication always.
Financial Planning: Meyer Capital Group offers personalized financial planning services that are uniquely tailored to you and your family. Your CERTIFIED FINANCIAL PLANNER® professional will address areas such as retirement, education, investments, estate planning, insurance and more, ensuring that every one of your questions is answered.
Investment Management: Extensively capable, Meyer Capital Group offers state-of-the-art portfolio management and services. Supported by a team working together in your best interest, we will define your objectives, develop an investment strategy and implement an investment plan based on your needs. Ongoing communication and support exist as the cornerstone of our team-based investment management services.
Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC member FINRA and SIPC. Hightower Advisors, LLC or any of its affiliates do not provide tax or legal advice. This material is not intended or written to provide and should not be relied upon or used as a substitute for tax or legal advice. Information contained herein does not consider an individual’s or entity’s specific circumstances or applicable governing law, which may vary from jurisdiction to jurisdiction and be subject to change. Clients are urged to consult their tax or legal advisor for related questions.
Please Also Note: The achievement of any professional designation, certification, degree, or license, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that they will experience a certain level of results or satisfaction if Meyer Capital is engaged, or continues to be engaged, to provide investment advisory services.
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Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Securities offered through Hightower Securities, LLC, Member FINRA/SIPC. brokercheck.finra.org
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