Meyers Wealth Management
Meyers Wealth Management, founded nearly four decades ago, offers comprehensive financial planning, investment advisory, and retirement/estate planning services managed by a family team.
About
Meyers Wealth Management, founded nearly four decades ago by Robert Meyers in Columbus, Ohio, has expanded to include his brother Martin, four of Robert's children (Matthew, Alexandra, Natalie, and Abigail), and other dedicated team members. The firm manages over $1.9 billion in client assets, emphasizing family values, personalized service, and a holistic approach to financial planning, investment management, retirement planning, estate planning, and life insurance analysis.
The team's extensive experience and commitment to client education and empowerment reflect a legacy of trust and expertise in the financial services industry.
Services
Financial Planning
Comprehensive financial planning to help clients understand and define their financial goals.
Retirement & Estate Planning
Strategies for retirement and estate planning to secure financial futures.
Investment Advisory
Professional investment advice and portfolio management.
Portfolio Analysis & Due Diligence
In-depth analysis and due diligence on investment portfolios.
Life Insurance Planning & Analysis
Planning and analyzing life insurance needs for clients.
Corporate 401(K) Management
Management of corporate 401(K) plans for employer clients.
