Trevore Meyer (CFP®, CKA®)

Trevore Meyer specializes in
the following areas of expertise:

  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving - Trusts & Foundations
  • College/Education Planning
  • Financial Issues Between Generations
  • Helping Clients Identify & Achieve Goals
  • Ongoing Investment Management

Planning Specialties

Hi, I’m Trevore. I founded Presence Financial because 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 getting rid of all that pesky student loan debt? Going on that 3 month, around the world  tour? Adopting a child from another country? To me, those are just as important.

I aim to help you walk through your greatest life ambitions regardless of when they’re supposed to happen. We’ll work to breakdown what it entails, explore what’s likely to get in the way, and tackle the difficult discussions that need to happen. As life continues to change, so do your plans. My goal is to build a great and lasting relationship so you always have someone to count on when you have that next crazy whirlwind of an idea and your spouse starts rolling their eyes.

NAPFA Start Date

March 09, 2017

Industry Start Date

February 20, 2010

This Office

26165 N Orchard Rd North Barrington, IL 60010-7009 Phone: (847) 306-3011