Meyers Wealth Management, LLC

Meyers Wealth Management is a family-owned, SEC-registered advisory firm with a nine-advisor team managing about $1.9 billion for roughly 800 clients, serving individuals, high-net-worth families, pension and profit-sharing plans, trusts, estates, and other entities. The firm offers discretionary and non-discretionary portfolio management across multiple asset classes, along with financial planning, estate planning, retirement plan advisory and pension consulting, and insurance and liability management.

The firm builds individualized investment plans and employs a mix of tactical asset allocation, value-oriented selections, dynamic money-management timing strategies, and customized equity/fixed-income portfolios, with an internal due-diligence process and ongoing monitoring that places recommended investments on approved lists. Meyers also works with qualified custodians and may present qualified clients with non-account alternative or private investment opportunities, providing initial and ongoing due diligence and administrative support for those investments.

Compared with many peer team firms, Meyers sponsors a wrap-fee program and regularly conducts no-fee educational seminars and workshops, including participant education for retirement-plan clients—services that are relatively uncommon among similar firms. The firm is notable for its multi-generation, family governance and an advisor roster with industry credentials (CIMA, CFP, CPA), combining in-house tax/accounting expertise with advisor-led client education and an openness to advising on non-account investments.