Meyer Capital Group
Meyer Capital Group is a fee-only investment management and financial planning firm. Our mission is to understand each client's needs and objectives and then deliver satisfactory customer service. We are committed to helping you protect your wealth using a thorough and disciplined investment approach. 100% Fiduciary 100% of the Time Please note that current regulatory policy does not allow us to receive endorsements or recommendations. Testimonial(s)/recommendation(s) may not be representative of the actual financial planning or investment management experience of other clients and/or peers and are not indicative of future performance or success. For additional information and disclosures, please visit
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Verified contacts
20
available on Kipplo
LinkedIn employees
22
11 to 50 range
Open roles
—
no listings
Distinct roles
13
indexed titles
Tech stack
1
tools in use
Monthly traffic
79
organic / mo
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Decision-makers and verified team members
20 contacts with verified email or phone · masked until revealed.
- MS
Michael Smithwick
Senior Portfolio Manager · Finance & Accounting
EmailPhone - MM
Marc Meyer
Portfolio Manager · Finance & Accounting
EmailPhone - MJ
Michael J. Howley
Senior Wealth Advisor · Finance & Accounting
EmailPhone - DM
Deborah Meyer
Human Resources · Human Resources
EmailPhone - LM
Linda MacGregor
Client Service Associate · Customer/Client Service
EmailPhone - MA
Maria Alexander
Database Administrator · Information Technology
EmailPhone - SE
Shirley Erana
Customer Service Representative · Customer/Client Service
EmailPhone - JH
Joe Hehl
Chief Operating Officer · General Business & Management
EmailPhone - AM
Amy Mayka
Client Relationship Manager · Customer/Client Service
EmailPhone
Showing 9 of 20 verified contacts
Top roles at Meyer Capital Group
13 distinct titles indexed · top 10 shown.
- 5portfolio manager
- 2certified financial plannertm, portfolio manager
- 2chief operating officer
- 1client relationship manager
- 1client service associate
- 1customer service representative
- 1database administrator
- 1financial planning intern
- 1human resources
- 1portfolio analyst
- +3more titles
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