Jennifer Myers (CFP®)

Jennifer Myers focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice without Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

Jennifer E. Myers, CFP® serves as President of SageVest. With more than two decades of experience in the financial industry, Jennifer works with clients to help them fulfill their life and family goals, while translating complex financial matters into understandable, manageable and successful strategies. She serves as Chair of the firm’s Investment Committee and maintains close working relationships with clients to ensure that investment portfolios and broader financial objectives remain closely aligned.

Jennifer has repeatedly been named as a Top Fee-Only Advisor by The Washingtonian and Northern Virginia Magazine, and as a Five Star Wealth Manager by Five Star Professionals. (Please see our website for award disclosures.) She has appeared on television and has been quoted in The Washington Post, CNBC, Kiplinger, US News and World Report, Investopedia, Yahoo Finance, CNN Money, NASDAQ, NPR’s ‘Marketplace’, The Journal of Financial Planning, and a host of other national publications. Jennifer has also spoken on a variety of financial planning topics ranging from broad planning initiatives to more discrete topics, such as wealth transfer planning, financial values, children and money, and women’s financial planning considerations.

Her professional affiliations include membership in the Financial Planning Association (FPA), The National Association of Personal Financial Advisors (NAPFA), the Northern Virginia Estate Planning Council and the Washington, D.C. Estate Planning Council, of which she previously served as an officer and director. In the community, she has been a member of the Women’s Business Giving Circle at the Community Foundation for Northern Virginia and the Washington Women’s Leader Initiative.

Additional Information

Prior to establishing SageVest, Jennifer served as partner in a local RIA firm. She also provided financial and business analysis for Unisys and the U.S. Postal Service.

Jennifer received her Bachelor of Business Administration (BBA) and Master of Business Administration (MBA) from The George Washington University. She also received the CERTIFIED FINANCIAL PLANNER (CFP®) professional designation from the CFP® Board of Standards..

NAPFA Start Date

August 06, 2021


This Office

1320 Old Chain Bridge Road, Suite 250 McLean, VA 22101 Phone: (703) 992-7650