THE MEYER CAPITAL GROUP DIFFERENCE

We believe Meyer Capital Group stands 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 (to our knowledge) have become one of the longest-lasting practices 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. 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.

• Trusted financial planning and investment practice for over 50 years

• Fee-only fiduciary practice

• 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

• Well-known custodians for secured assets