Anthony Meyer, CDFA, CRPC, CRPS

Anthony Meyer is a Private Wealth Financial Advisor with over 23 years of experience in the financial services industry, including the past decade with Wells Fargo Advisors. He views his role as the quarterback of his clients’ financial households—someone they trust to guide them through both everyday decisions and major life transitions. For Anthony, the greatest reward comes from helping clients take meaningful steps toward their financial goals, whether large or small, and seeing the impact of those efforts over time.

What sets Anthony apart is his ability to deeply understand the behavioral side of wealth management. Clients often remark on the efficiency of his planning process and investment strategies, but it’s his adaptability and genuine connection with people that build lasting trust. As a Senior Fundamental Choice Portfolio Manager® and holder of the CDFA®, CRPC™, and CRPS™ designations, Anthony brings both technical expertise and emotional intelligence to every relationship. He was also honored as a 2025 Wells Fargo Advisors Platinum Council member, a distinction awarded to a select group of top-performing advisors.

Anthony’s ideal clients aren’t defined by net worth—they’re defined by the strength of the relationship. Many come through personal referrals and stay because they feel at home with our team. Outside the office, Tony is a passionate fan of the Minnesota Vikings and Iowa State Cyclones. He balances market analysis with treadmill workouts and makes monthly trips to Iowa to visit his mother, often catching up with clients along the way.

CA Insurance License Number: #0E33314. Resident State Indiana.