Deborah Meyer (CFP®, CPA/PFS)

Deborah Meyer focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • Generation X
  • High Net Worth Client Needs
  • Socially Responsible Investments
  • Tax Planning

Planning Specialties

Our compensation methods, service models, firm structures, technical areas of expertise, and experience levels vary widely. There’s enough terminology in the financial services industry to confuse even the most educated person. 

So how do you make sense of it?

I’m a CPA financial planner who ALWAYS works in my client’s best interest, and my earnings come from a clearly stated, transparent fee.

Many established financial advisory firms bill you on the investment assets they directly manage. This may be suitable for pre-retirees and retirees who already meet their high investment minimums.

A great financial planner recognizes that there’s more to you than a number on your balance sheet.  She gets to know you and your family on an intimate level. She understands your aspirations and parlays them into a holistic financial plan. She works with faith-filled families who are accumulating wealth. Her specialty areas include charitable giving techniques, education funding, and tax minimization.

So if you’re looking for an advisor who:

  • Truly cares,
  • Has the technical knowledge to deliver incredible value to you,
  • And is willing to earn your trust through a long-term relationship,

Then I’m here to help.  Simply schedule an initial, complimentary consult here. Alternatively, click the purple “Email Deborah Meyer” button on the upper right side of this page and I’ll follow up with you.




Additional Information

Deborah Meyer, CPA/PFS, CFP®, is a fee-only financial planner and investment advisor based in Saint Charles, Missouri who serves clients nationally. As the owner of WorthyNest®, Deb helps families navigate the financial complexities of their lives and use God-given gifts to benefit others. Deb is a contributor to Kiplinger and Investopedia and a proud member of the AICPA, NAPFA, XY Planning Network, and Fee-Only Network.  

Deborah's career began in public accounting at big 4 firm Deloitte after graduating from Saint Louis University. She assisted small business owners and families with tax compliance and consulting needs. Thereafter, Deb worked for nearly seven years at Matter Family Office, serving families of significant wealth in three main areas: family education and governance, investment planning, and wealth management. In 2013, she resigned from Matter Family Office to spend more time with family. Soon thereafter, Deb launched accounting firm SV CPA Services. WorthyNest has been a labor of love, and she is so excited to be living out this calling! Find Deb discussing family-minded finance on LinkedInFacebook, or Twitter.  



NAPFA Start Date

October 03, 2016


This Office

42881 Lake Babcock Dr. #200 Punta Gorda, FL 33982 Phone: (941) 312-1045