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Financial Guidance for Professionals

Who Receive Equity Based Compensation


Specializing in Incentive Stock Options (ISOs); Restricted Stock Units (RSUs) &

Non-Qualified Stock Options (NQSOs)


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Why Meyer Wealth?

We’re tenacious in supporting you, innovative in our techniques and inspired by what sets you apart.

At Meyer Wealth, we’re a team dedicated to helping you organize your financial life.  We specialize in helping those who receive equity-based compensation and are looking to diversify their risk. When you and your life transform, we take a forward-thinking approach to make sure your wealth strategy evolves just as you do. Our team is here to celebrate with you when things go well and offer personal guidance when life feels difficult.


Offering You the Convenience and Benefit of...


Independent RIA Chicago, IL Meyer Wealth Advisors

An Independent RIA Who Works For You

100% Virtual Services Chicago, IL Meyer Wealth Advisors

In Person or Virtual Services

Life-Centered Mindset to your Finances Chicago, IL Meyer Wealth Advisors

A Life-Centered Mindset to Your Finances

A Whole-Team Approach Chicago, IL Meyer Wealth Advisors

A Whole-Team Approach

Flat Fee Financial Plan Chicago, IL Meyer Wealth Advisors

A Flat Fee Financial Plan

What We Do 

Helping You Make the Most of Your  Financial Life


Developing a Fully Coordinated Financial Plan That Includes:

  • Equity Compensation Planning
  • ESG or SRI Financial Planning
  • Cash Flow Analysis
  • Charitable Planning
  • Education Planning
  • Estate Planning
  • Insurance Analysis
  • Investment Planning
  • Mortgage/Debt Analysis
  • Tax Planning
  • Real Estate Analysis
  • Retirement Planning

Offering Collaborative Counsel 

Towards Your Equity Based Compensation

Get to Know the Team

 Schedule Time to Meet With Us
Jack Meyer, CFP® Photo

Jack Meyer, CFP®

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Jack Meyer, CFP® 

CLU®, CLTC®, ChFC®

jack@meyerwealth.com

Most people go to the grave with the music still in them. Why? For most, it’s a matter of not having the confidence that they can have that “one best financial life” without running out of money. 

I’m dedicated to helping people organize their finances and do more with the wealth they have. 

I want all people to fund every dollar of every dream—every year—and have their last two pennies hold their eyelids down in the coffin.

Outside of working closely with clients, you can find me taking care of my wonderful family. 


Craig Anderson Photo

Craig Anderson

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Craig Anderson

Craig@MeyerWealth.com

Craig is a wealth advisor who enjoys working with employees who receive equity based compensation.  The extra layers of planning involved in managing RSU's or ISO's can be complex, but Craig can help simplify that process.

Craig's first job in the  financial industry was in the open outcry pits of the Chicago Mercantile Exchange where they traded cattle and pork bellies.   

Joining Meyer Wealth in 2003 Craig learned the financial planning and investment management business from the ground up.  Craig has been an advisor since 2007 and specializes in clients who receive equity-based compensation.  

Craig was born and raised in Aurora, IL, and lives in the area with his wife and two daughters.  Craig received his Bachelor's Degree from Northwestern University and is a veteran of the United States Army National Guard. 


Paula Martinez, CLTC® Photo

Paula Martinez, CLTC®

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Paula Martinez, CLTC®

Paula@MeyerWealth.com

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 two children and five grandchildren.


Getting Started with Meyer Wealth



Our Process


1 Introductory Call 2 Initial Meeting 3 Create Plan 4 Present Plan 5 Establish a Relationship

1 Introductory Call

Before we begin our process together, we like to have a preliminary call. We'll get to understand your specific equity compensation model, and explain how we can help you plan for your future.  If we decide to continue on together, we’ll schedule our first official meeting.

Schedule Your 15-Minute Call

2 Initial Meeting

Before our first meeting you'll have access to our planning system to begin updating your profile and building your plan. You'll even have the ability to input your stock vesting information. 

In our first official meeting, we’ll get to know more about you by guiding you through a couple of exercises to help you prioritize your financial life goals. Sign up below for a free trial to our planning system. 

Planning System

3 Create Plan

Based on the goals you’ve defined, our team will develop a custom-made comprehensive financial plan with recommendations to help you achieve your objectives. We will also outline a strategy for your stock compensation based on your objectives.  

4 Present Plan

We will then meet with you once again to present the initial financial plan. We will schedule another meeting to present the plan and provide you with action items and the steps towards a successful financial plan. We will answer questions like:

a. Can you successfully fund your financial goals?
b. Are your lifestyle and assets protected?
c. What are the financial implications of your stock grants?

5 Establish a Relationship

When the plan is complete, let’s decide if we want to continue the relationship. If deciding to collaborate long-term, you’ll continue to have access to our financial tools to help you track your progress from the comfort of your home and stay on top of your goals.




Tell Us About Your Goals Chicago, IL Meyer Wealth Advisors

Tell Us About Your Goals

You have unique life experiences and aspirations, and we believe your wealth strategy should be customized to reflect this and move you closer to your vision of a great life.

If you have  some questions and you’d like to explore working with us, we’d love to hear from you.


Schedule a Call

FAQ

Q: What do you mean by a virtual firm?

A: Our team works remotely so we can meet with you via video conferencing, phone or email at your convenience. This also means we can meet with clients from all over the country. While we generally work remotely and meet clients virtually, we can meet by appointment at our Naperville location.


Q: If you’re a virtual office, does that mean my data is safe with you?

A: Absolutely. We’ve implemented top-of-the-line safety and security protocols to safeguard your data. We’d be happy to discuss this in more detail during your initial meeting.


Q: When are your office hours?

A: If you have a question or need assistance, our office hours are as follows: 8-4 Monday-Thursday and 8-3 on Fridays. While we are available during these hours, we only meet in person by appointment as we’re a virtual office.


Q: What is SRI and ESG, and why does that matter to me?

A: SRI stands for socially responsible investing, and ESG refers to environmental, social and governance principles. Both of these forms of investing take into consideration your portfolio’s greater impact, from its environmental ramifications to its societal implications.

This form of investing presents an opportunity for you to align a core part of your financial life directly with the causes that are most important to you and your family. We take the time to get to know your values and can work with you to design a portfolio that not only will serve you but your community or the world at large.


Q: Do you have access to equity-based compensation, such as an RSU's, NQSO's or ISO's?

A: Our team is uniquely experienced with these forms of compensation and can help you take advantage of the benefits available to you and maximize your plan.

Q: What services does Meyer Wealth offer?

A: As wealth advisors, we provide holistic financial plans for a fee. If you want to establish an ongoing investment management or financial guidance relationship, we can do that too. To learn more about what we can do for you, explore our services.


Q: How much do you charge for your services?

A: Fees for financial plans will vary on the complexity of the plan but typically range from $1500 to $10,000. We also charge fees for managing your assets. The fee for our comprehensive financial plans and access to our client portal and financial planning software is $2500 up front and $200 per month.


Q: How to get in touch with Meyer Wealth to discuss creating a financial plan?

A: You can schedule a call directly with us to get started.


Q: How do I make a financial plan? What’s the process?

A: You can read step-by-step about our process here.


Have a Question We Don’t Answer Here?

Financial Planning Fees

Fees are based on the scope and complexity of work. 

View the Full Fee Schedule

Asset Management


Assets Under Management

Annual Percentage of Assets Charge

$0 to $250,000

1.4%

$250,000 to $1,000,000

1.15%

$1,000,001 to $2,000,000

0.85%

$2,000,001 to $3,000,000

0.75%

$3,000,001 to $5,000,000

0.50%

Over $5,000,000

0.10%


Comprehensive Portfolio Management


Assets Under Management

Annual Percentage of Assets Charge

$0 to $250,000

1.65%

$250,000 to $1,000,000

1.40%

$1,000,001 to $2,000,000

1.10%

$2,000,001 to $3,000,000

1.00%

$3,000,001 to $4,000,000

0.90%

Over $4,000,000

0.75%



Let Us Help

You Deserve It

Maybe you’ve had an inkling that your finances could be enhanced — or you have an idea of specific goals and you’re not quite sure what moves to make to get you there. Either way, we're eager to help.


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Calibrating Your Financial Strategy to Your Life Vision

For a Future You’ll Feel Confident In

Connect With Us

Have a few questions? Whether you’re ready to begin or you’re wondering if Meyer Wealth is right for you, we invite you to contact us directly, fill out the form below or schedule a call.

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