About

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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!