About
OUR SERVICES
Wealth Management
Retirement Planning
Social Security Analysis
Life Insurance Audit
OUR PHILOSOPHY
Don’t try to outguess the market
Practice smart diversification
Focus on what you can control
Let the markets work for you
OUR HISTORY
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.
