KG Meyer, Pc

Overview

KG Meyer, Pc is a small, independent registered investment adviser that serves individual and family clients with a focus on equity-driven portfolios and financial planning. The firm combines portfolio management, financial planning and insurance brokerage into a single offering, which suggests integration of investment guidance with protection and risk-management products. Advisory work includes managing discretionary accounts for individuals and small businesses and producing periodic written material for clients, indicating an emphasis on ongoing client communication and education. Investment preference is strongly equity-oriented. Exchange-traded equities represent the dominant position in client portfolios, and the firm appears to favor liquid, listed instruments that provide low-friction access to market exposure. Fee arrangements are flexible — the firm charges a percentage of AUM and also uses hourly and fixed fees — allowing it to tailor pricing to client needs and to offer planning engagements separate from asset-based billing. KG Meyer, Pc is not an active ESG investor, does not act as a capital allocator, and does not operate as a multi-state adviser.

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