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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.  

Meyer Wealth was recently featured on Naperville Community Televsion

 

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 is married and has 3 children. His personal interests are varied: jogging, bicycling, reading, landscaping, and volunteer work at Hesed House, a local shelter for the homeless.

Check the background of this investment professional on FINRA’s BrokerCheck.

 

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 to his wife Marcella and they recently had a 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.”

Check the background of this investment professional on FINRA’s BrokerCheck.

 
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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.

Investments

We base our recommendations on careful research, instead of relying on market timing, individual stock selection, wall street "hype," or "hot" managers.  Free from any bias or special interests, we design a portfolio for you using diversified investments with low fees and expenses, wrapped into a single package.  

Insurance

By having multiple companies at our disposal, we provide a high level of customized services and products to corporate and individual clients. We offer competitive insurance products in the following areas:

  • Long Term Care
  • Life Insurance (term and permanent)
  • Disability Income

Our access to financial and management data on more than 400 life insurance carriers allows us to help you make product decisions. We specialize in helping people who have had insurance rating or health problems get the coverage they need.