Meyer Capital Group has been helping families achieve their financial goals since 1963 when Tom Meyer’s grandfather started the firm. Today, driven by our desire to make a true difference in the lives of our clients, Meyer Capital Group’s mission is our motto Commoda Tua Ante Nostra - Your Interest Before Ours.

As a fee-only fiduciary financial planning and investment firm, Meyer Capital Group seeks to understand the needs of each client, and deliver a superior customer experience that leaves a lasting impression. For more than five decades, Meyer Capital Group has been the award- winning firm people count on to preserve and grow their wealth. Currently, we provide service for client assets around the globe, totaling approximately $1 billion. Our team combines one- on-one personal attention with state-of- the-art technology, to deliver a comprehensive investment management experience for each one of our clients.

Thomas C. Meyer, the CEO of Meyer Capital Group, captures the essence of why so many people trust us with their financial futures. "Investment management is a relationship business. Meyer Capital Group collaborates with you to provide the best approach for managing your portfolio and securing other financial services. By joining the Meyer Capital Group family, we will help you to build a solid financial future."


SERVING CLIENTS FOR MORE THAN 50 YEARS

AVERAGE STAFF TENURE
OF 15 YEARS

CLIENT RESPONSE TIME WITHIN 24 HOURS

FIVE YEAR RETENTION
RATIO of 95%

ADVISING ON $1B IN ASSETS

SERVING OVER 700 CLIENTS AROUND THE GLOBE

PERFORMS 25+ COMPLIANCE AUDITS

ADVANCED DEGREES & CERTIFICATION: CFP®, CFA®, AIF®, CFS®, CPA, MBA

72% of CLIENTS ARE 5+ YEAR RELATIONSHIPS