Meyer Capital Group is proud to stand out from other financial planning and investment management firms in the state and country. Since 1963, we have strived to provide our clients with great service and have become one of the longest lasting firms in the area.
Although most financial professionals refer to themselves as financial advisors, only a small number of them can call themselves a fee-only fiduciary and an even smaller number actually conduct business as a fiduciary. Meyer Capital Group is proud to be a member of the National Association of Personal Finance Advisors (NAPFA). Our Investment Committee has agreed to abide by the NAPFA Code of Ethics and has signed a Fiduciary Oath. When dealing with our clients, we must always act in good faith and candor, we must proactively disclose any conflicts of interest and we shall not accept any referral fees for compensation that is contingent on the sale or purchase of a financial product. There is only one way to ensure you’ve found a financial advisor who will put your interests first all the time — make sure they are a NAPFA member.
Trusted financial planning and investment firm for over 50 years
Fee-only fiduciary firm
Non-discretionary and discretionary relationships
Center for Fiduciary Studies: Accredited Investment Fiduciaries
DALBAR Financial Professional Seal Award
Asset allocation investment approach based on suitable risk tolerance strategies which best fit the client’s needs
Open communication with our clients and our team utilizing email, phone, video, blogs, face-to-face meetings and a personalized website
Transparent and trust-based relationships with our clients
Goal to reply to all inquires within 24 hours
Independent custodians for all assets
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.
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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