Meyers Wealth Management / Financial Advisor in Palo Alto, California

Fee-only financial planning and investment advisory services. Comprehensive financial plans, asset management and by-the-hour services available. We have no minimum required asset level and are happy to provide as-needed and project-based advice.

We have extensive experience dealing with self-employed and partially self-employed people (including physicians and university professors who may have regular employment as well as self-employment), with couple's issues and helping couples communicate about money, with self-directed investing, tax management, estate planning, risk management and general financial planning.

We are dedicated to the proposition that everyone should be able to get unbiased and fair advice, and get full value for their money whether it's paying for planning or the investments themselves.

Specialties

401K Consulting 401k Rollover 401k Rollovers Advisory And Investment Management As-Needed Financial Planning Certified Financial Planner CFP ® Charitable Planning College Planning Comprehensive Financial Planning Divorce Planning Estate Planning ETFs Family Financial Planning Fee Only Fee-Only Fiduciary Financial Planner Financial Planning Financial Planning For Physicians Financial Planning For Women Hourly Consultation Hourly Financial Planning Income Tax Planning Independent Investment Advisor Index Funds Investment Advisory Investment Management Investment Policy Statements Investment Review And Planning. IRA Medical Professionals Member Of NAPFA Mutual Funds NAPFA Member Passive Investment Strategies Personalized Investment Management And Advice Portfolio Management Registered Investment Advisor Registered NAPFA Advisor Retirement Income Planning Retirement Planning Retirement Planning Advice And Services Retirement Planning.
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