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
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
How Medicare can address health care needs in your retirement strategy.
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Bonds may outperform stocks one year only to have stocks rebound the next.
A four-step framework for building a personal legacy.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you should be saving for college.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
How will you weather the ups and downs of the business cycle?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Peer-to-peer payment apps are one of the newest ways to send money.
An amusing and whimsical look at behavioral finance best practices for investors.
A bucket plan can help you be better prepared for a comfortable retirement.
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.