Trevore Meyer (CFP®, CKA®)

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

Business Owners

Cash Flow/Budgets/Credit Issues

Charitable Giving

College/Education Planning

Investment Advice with Ongoing Management

Millennials

Planning Specialties

I kept noticing how much financial planning advice is focused towards those looking for help nearing or in retirement. That’s great and all, but what about today?

What about being free from pesky student loan debt?
Adopting a child from another country?
Touring the world to see its beauty?

To me, those are just as important. I aim to help you prepare financially as you walk through whatever it is that God has for you. And it begins today.As your life continues to change, so do your plans. My goal is to build a lasting relationship with you—and a wise plan for you—so you’re financially poised.

I really believe that God wants us to live incredible, purposeful lives. My hope is that I can help you figure out what your incredible life looks like and how to help you save, spend and invest wisely, while also positioning you to give cheerfully and generously to the glory of God.