MEYERS FINANCIAL SERVICES

Overview

Meyers Financial Services is an independent, individual-owned registered investment adviser that combines financial planning and portfolio management for individuals and small businesses with ancillary services such as insurance brokerage and other financial product sales. The firm bills clients through a mix of percentage-of-AUM, hourly, fixed fees and commission arrangements, and it runs educational seminars and offers pension consulting services. It identifies as a capital allocator and serves both individual/family and institutional clients. The firm does not position itself as an active ESG investor and does not operate as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices