• Wealth Management

  • Retirement Planning

  • Social Security Analysis

  • Life Insurance Audit


  • Don’t try to outguess the market

  • Practice smart diversification

  • Focus on what you can control

  • Let the markets work for you


1976 – Jack Meyer started The Meyer Financial Group and specializes in managing the risks of retirement.

1987 – Jack Meyer incorporated the business to become Meyer Financial Services, Inc.  Dave Anderson joins the firm a year later.

1998 – Paula Martinez joins the firm to provide exceptional service to clients.

2003 – Craig Anderson joins the firm to specialize in asset management.

2013 - Craig Anderson becomes a partner in the firm.  

2014 – Company was re-branded to Meyer Wealth Advisors to focus on our commitment and passion as a company to being your personal CFO’s.

2015 – Dave Anderson retires. 

2016 – 40th Anniversary!


Meyer Wealth Advisors was recently featured on Naperville Community Television.