Meyer Capital Group has been helping families achieve their financial goals since 1963 when Tom Meyer’s grandfather started the firm. Today, driven by our desire to make a true difference in the lives of our clients, Meyer Capital Group’s mission is our motto Commoda Tua Ante Nostra - Your Interest Before Ours.
As a fee-only fiduciary financial planning and investment firm, Meyer Capital Group seeks to understand the needs of each client, and deliver a superior customer experience that leaves a lasting impression. For more than five decades, Meyer Capital Group has been the award- winning firm people count on to preserve and grow their wealth. Currently, we provide service for client assets around the globe, totaling well over $1 billion. Our team combines one- on-one personal attention with state-of- the-art technology, to deliver a comprehensive investment management experience for each one of our clients.
Thomas C. Meyer, the CEO of Meyer Capital Group, captures the essence of why so many people trust us with their financial futures. "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."
SERVING CLIENTS FOR MORE THAN 50 YEARS
AVERAGE STAFF TENURE OF 15 YEARS
CLIENT RESPONSE TIME WITHIN 24 HOURS
FIVE YEAR RETENTION RATIO of 95%
ADVISING ON OVER $1B IN ASSETS
SERVING OVER 700 CLIENTS AROUND THE GLOBE
PERFORMS 25+ COMPLIANCE AUDITS
ADVANCED DEGREES & CERTIFICATION: CFP®, CFA®, AIF®, CFS®, CPA, MBA
72% of CLIENTS ARE 5+ YEAR RELATIONSHIPS