- 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!