Personalized Planning

Relationships based on integrity and trust.
Learn More

Disciplined Process

Designing your customized plan.
Learn More

Client Login

View your account holdings and activity.
Account Login 

Meet Our Team

Experienced team of advisors.
Learn More

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.

Barron’s Top 1,200 State-By-State Advisors

Barron’s has recognized Chris Meyers among the Top 1,200 State-By-State Advisors for 2014, 2016, 2017, 2019. This level of recognition validates his commitment to building strong relationships with his clients and helping implement strategies to help them achieve their goals. The Barron’s Top 1,200 State-By-State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Forbes Best-In-State Wealth Advisors

Chris Meyers was selected among the Forbes Best-In-State Wealth Advisors in 2019 and 2022. The Forbes Best-In-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.