2018 Barron's Top Advisor FT 300: Top Registered Investment Advisers Fee-Only Adviser Video Tom Meyer Live on SiriusXM Sustainable Investing WELCOME FROM OUR CEO NAPFA Is The Difference

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

FIDUCIARY

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

Consider These 3 Things Before Driving Off the Lot

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

The Richest Man in Babylon

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

 

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

View all articles arrow

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

View all calculators arrow

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

View all presentations arrow

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

The Rule of 72

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.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

View all videos arrow