How We Earn Your Trust
Our experienced professionals have helped many people just like you pursue their financial objectives.
Learn MoreWhat We Can Offer You
We educate our clients and take the mystery out of investing, estate conservation, and preserving wealth.
Learn MoreWhat Makes Us Different
Our professional approach offers a range of services to provide more benefits to our clients.
Learn MoreFIDUCIARY
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
Helpful Content
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
The History of Retirement
Do you know where the idea of “retirement” comes from?
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
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Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Emerging Market Opportunities
What are your options for investing in emerging markets?
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.