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Meyer Wealth Advisors

You Worked Hard for Your Money...We Will Work Hard for You. 

About Meyer wealth

Meyer Wealth Advisors brings an independent point of view to your financial life.  We are not employed by a large bank, wire-house, or brokerage firm, so our recommendations will be based on your best interests.  

 
 

Our Team

At Meyer Wealth, we work as a team.  Our entire organization will be involved in your experience with us.  We each bring a unique perspective to the planning, implementation, and monitoring process. This way, there is always some one here to answer your questions and guide you through all of life's important financial decisions.    

 
 
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Jack Meyer

Jack is an Owner and Wealth Advisor of Meyer Wealth Advisors. A graduate of East Aurora High School, he began his career in financial consulting after finishing college in 1976.

Jack earned his B.A. degree in Business Management and Administration from Bradley University in Peoria, Illinois. The professional designations of CLU® and ChFC® were achieved through the American College of Bryn Mawr, Pennsylvania, and his CLTC® designation came from the Corporation for Long-Term Care Certification, Inc. of Newton, Massachusetts. Jack is Past President of 2 local chapters of national financial planning organizations and has held several positions of prominence in his field.

Many community organizations have benefited from Jack’s leadership, including the Greater Aurora Area Chamber of Commerce, where he served as Chairman. An active member of St. Paul Lutheran Church, he was Chairman and also filled many other roles.

A lifelong resident of Aurora, Jack and his wife have three children and two grandsons. His personal interests are varied: jogging, bicycling, reading, landscaping, and volunteer work at Hesed House, a local shelter for the homeless.

Contact Jack: Jack@MeyerWealth.com 

 

 
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Craig Anderson

Craig is an Owner and Wealth Advisor of Meyer Wealth Advisors. He began working at Meyer Wealth in 2003. Prior to that Craig was a member of the Illinois Army National Guard and served on deployments in Europe and the Middle East. He also worked in the commodity trading pits of the Chicago Mercantile Exchange prior to joining Meyer Wealth Advisors.

Craig is married and has one daughter.  They live in Montgomery with their two dogs, Bogey & Wrigley. He enjoys spending his free time golfing and cooking.

Craig’s favorite saying is: “if you don’t understand how it works, you shouldn’t buy it.”

Contact Craig: Craig@MeyerWealth.com

 

 
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Paula Martinez

Paula joined the Meyer Wealth in 1998 and is in charge of all phases of client support services and office administration. A lifelong resident of Aurora, she is a graduate of East Aurora High School and attended Waubonsee Community College in Sugar Grove, Illinois. Paula has 2 children and 3 grandchildren.

Contact Paula: Paula@MeyerWealth.com

 
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Eren franco

Eren is the friendly voice you hear when you call Meyer Wealth. She joined the Meyer Wealth team in 2017 to help drive social media and marketing efforts. Eren enjoys reading, writing, and spending time with her friends and family. She received her B.S. degree in Journalism from the University of Illinois in 2016. Eren lives in Paw Paw, Illinois with her three dogs and two cats.

Contact Eren: Eren@MeyerWealth.com

Who We Serve

At Meyer Wealth, our ideal client is the “Millionaire Next Door.” Our clients are hard-working individuals and businesses who have amassed wealth, and seek guidance in managing their finances. We work passionately to craft relationships with careful consideration for our clients’ diverse needs.

We treasure our ability to offer high-quality service to our clients, and in order to provide transparency and accountability, we typically limit our services to individuals or businesses with investable assets starting at $500,000. Our clients include retirees, business owners, and senior executives who want to make a serious effort in developing a financial plan that maximizes their quality of life.