How We Earn Your Trust
Our experienced professionals have helped many people just like you pursue their financial objectives.Learn More
What We Can Offer You
We educate our clients and take the mystery out of investing, estate conservation, and preserving wealth.Learn More
What Makes Us Different
Our professional approach offers a range of services to provide more benefits to our clients.Learn More
Meyer Capital Group is a fiduciary fee only investment management and financial planning firm. Our mission is to understand each client’s needs and objectives and deliver superior customer service. We are strongly committed to earning your trust and helping you protect your wealth using a thorough and disciplined investment approach.
“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.”
~ Thomas C. Meyer
Commoda Tua Ante Nostra – Your Interest Before Ours
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
The History of Retirement
Do you know where the idea of “retirement” comes from?
What does the Tax Reform and Jobs Act mean for you?
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
These food myths will really put a drain on your wallet.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Learn when it may not make sense to file a claim on your home insurance.
For some, the social impact of investing is just as important as the return, perhaps more important.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate your monthly and annual income from various IRA types.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
It's easy to let investments accumulate like old receipts in a junk drawer.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
There are three things to consider before dipping into retirement savings to pay for college.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Smart investors take the time to separate emotion from fact.