Deborah Meyer (CFP®, CPA)

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 incorporates them into a holistic financial plan. She works with parents who want to build wealth without compromising their values. Her specialty areas include  retirement planning, tax strategy, charitable giving techniques, and education funding.

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.