Meyers Wealth Management
Meyers Wealth Management offers services in financial planning and portfolio management on a fee-only basis. We provide financial guidance and peace of mind through: • Comprehensive Financial Plans • smaller projects (advice on a specific topic such as Retirement Savings Projections, Estate Planning, or Portfolio Construction and Rebalancing) • Second Opinions • Investment Implementation Assistance • Ongoing Portfolio Management 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.
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David Meyers
Owner · General Business & Management
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Karen Kehres
Director of Operations · Operations
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