KG Meyer, PC

KG Meyer, P.C. provides fee‑based investment management and comprehensive financial planning for individual clients across career stages, including those beginning careers, mid‑career, and clients who are retired or nearing retirement. The firm’s written services include retirement and pension planning, cash‑flow and tax analyses, estate and education planning, Social Security analysis, and reviews of corporate benefit programs.

The firm’s investment approach emphasizes a disciplined, risk‑focused process grounded in Modern Portfolio Theory, using multi‑style, multi‑investment diversification and computerized asset‑allocation tools to develop an Investment Policy Statement for each client. Portfolios are implemented primarily with exchange‑traded funds and no‑load mutual funds screened for asset‑class purity, and the firm coordinates with clients’ other professionals when implementing recommendations.

KG Meyer, P.C. has a couple of features that are less common among peers: it distributes a regular newsletter to clients and interested parties and the firm’s advisor maintains life and health insurance licensure while noting he is not actively selling insurance, supporting insurance evaluations and long‑term care reviews as part of planning. The brochure also highlights advanced professional credentials in financial planning, accounting, and business, and the firm uses an institutional custody platform and limited power of attorney when clients participate in its asset‑management program.