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
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Protect yourself against the damage that your homeowners policy doesn’t cover.
These food myths will really put a drain on your wallet.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
There are common mistakes you can avoid when saving for retirement.
In the face of divorce, making changes to insurance coverage may be overlooked.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
This questionnaire will help determine your tolerance for investment risk.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you should be saving for college.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator may help you estimate how long funds may last given regular withdrawals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Understanding the cycle of investing may help you avoid easy pitfalls.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Here’s a crash course on saving for college.
With alternative investments, it’s critical to sort through the complexity.
How does your ideal retirement differ from reality, and what can we do to better align the two?