Meyer Financial Advisors, Inc.

Overview

Meyer Financial Advisors, Inc. is a small, independently owned registered investment adviser that works primarily with individual and family clients. The firm blends comprehensive financial planning with portfolio management for individuals and small businesses, and it positions itself as a capital allocator—sourcing and selecting third‑party managers when clients need specialized exposure. Its service model includes written financial plans, ongoing discretionary portfolio oversight, selection of outside advisers, and educational seminars or workshops for clients. On the investment side, the firm tilts toward pooled public funds as its primary building blocks but supplements those positions with allocations to alternative strategies when appropriate. Fee arrangements are flexible: Meyer Financial Advisors charges a percentage of assets under management and also uses hourly and fixed‑fee engagement structures. The firm is not an active ESG investor, does not operate as a multi‑state adviser, and does not describe itself as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices