Personalized Planning

Relationships based on integrity and trust.
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Disciplined Process

Designing your customized plan.
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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.

 


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 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. 2019 Barron’s Top 1,200 State By State Advisors: Awarded March 2019; Data Compiled by Barron's based on the time period from Oct. 2017 - Sept. 2018 (Source: Barrons.com). 2017 Barron’s Top 1,200 State By State Advisors: Awarded March 2017; Data Compiled by Barron's based on the time period from Oct. 2015 - Sept. 2016 (Source: Barrons.com). 2016 Barron’s Top 1,200 State By State Advisors: Awarded March 2016; Data Compiled by Barron's based on the time period from Oct. 2014 - Sept. 2015 (Source: Barrons.com). View Award Disclosures https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm#barrons


Forbes Best-In-State Wealth Advisors

Chris Meyers was selected among the Forbes Best-In-State Wealth Advisors in 2019, 2022, 2023, 2024. 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18. View Award Disclosures
https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm#forbes