Personalized Planning

Relationships based on integrity and trust.
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Disciplined Process

Designing your customized plan.
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View your account holdings and activity.
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Meet Our Team

Experienced team of advisors.
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Trusted advice to help build, manage, preserve and transition your wealth

With over 30 years of combined experience, The Meyers Financial Group of Wells Fargo Advisors develops long-term relationships with clients based on trust and creates personalized planning strategies to help build, manage, preserve and transition wealth.

Our personalized approach is based on our commitment to excellence in planning for your financial future without assuming more risk than you are comfortable with.

Recognizing that successfully planning is a lifetime process, we communicate with you as needed, keeping up to date on changing life goals, milestones and financial priorities. This personalized approach provides you with specific insights and strategies to address your unique financial issues and opportunities. 


"Our focus is on you, the life you want to lead and what you want to accomplish with your investments."



Awards, Recognitions & Credentials

Certified Investment Management Analyst (CIMA®)

Chris Meyers has achieved his Certified Investment Management Analyst designation from The University of Pennsylvania, Warton School of Business. To earn his advanced investment consulting designation, the CIMA®, Chris completed an intensive course and passed the CIMA® certification exam to master advanced investment techniques such as modern portfolio theory, behavioral finance, alternative investments, assets allocation and more.

 

Chartered Financial Plan Specialist (CRPS®)

Mitchell Meyers has earned his CRPS® designation and has completed studies that teach him how to design, install, and administer retirement plans for the business community. He successfully completed the specialized program and passed a rigorous examination, signed a code of professional ethics, and completed a disclosure form attesting to his professional conduct. With this advanced certification, he works with business owners and plan sponsors to design retirement plans and select appropriate investments.