How does the advisor help clients – Key Takeaways:
MYERS FINANCIAL GROUP, INC. provides comprehensive financial services to clients, specializing in wealth management and retirement planning. The firm’s team of experienced advisors helps clients navigate the complexities of financial planning and invest their assets wisely.
Facts and Insights:
MYERS FINANCIAL GROUP, INC. has been in business for over 20 years, with a team of 25 advisors and $500 million in assets under management. The firm primarily serves high net worth individuals and families, with a focus on personalized and holistic financial planning.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 25 | 20+ years |
Financial Services Offered:
MYERS FINANCIAL GROUP, INC. offers a wide range of financial services to meet the unique needs of each client. These services include investment management, retirement planning, tax planning, estate planning, and insurance services.
Client Types:
The firm primarily works with high net worth individuals and families, as well as business owners and executives. However, they also serve a diverse range of clients, including professionals, retirees, and multi-generational families.
Fees & Compensation:
MYERS FINANCIAL GROUP, INC. charges clients based on a percentage of assets under management, with fees starting at 1%. Clients also have the option to choose a fee-only or fee-based payment structure. The firm’s advisors do not receive commissions for recommending specific products, ensuring their recommendations are unbiased and in the best interest of the client.
Background:
MYERS FINANCIAL GROUP, INC. was founded by John Myers, a Certified Financial Planner (CFP) with over 30 years of experience in the financial services industry. The firm has a team of highly qualified advisors, with credentials such as CFP, Chartered Financial Analyst (CFA), and Chartered Financial Consultant (ChFC).
Financial Advisor Disclosures to Know:
As a registered investment advisor, MYERS FINANCIAL GROUP, INC. is held to a fiduciary standard, meaning they are required to act in the best interest of their clients at all times. The firm has no history of disciplinary actions or any conflicts of interest that may affect their ability to serve their clients.