Business Details
41 Years
experience
Your Trusted Partner for Financial Planning Solutions
Meyers Wealth Management has been dedicated to providing comprehensive financial solutions since 1985. Founded by Robert Meyers in Columbus, Ohio, our firm has grown through the addition of family members and seasoned professionals, combining decades of industry experience with personalized service. Our team includes Certified Investment Management Analysts, Certified Public Accountants, and Certified Financial Planners who collaborate to deliver tailored financial strategies.We prioritize client relationships, utilizing a holistic approach to address retirement planning, estate management, investment advisory, and insurance analysis. With over $1.7 billion in client assets under management, our commitment to integrity, transparency, and community service remains central to our practice. Our family-owned ethos ensures that every client receives the same meticulous attention we apply to our own financial decisions.
Services
Financial Planning
Retirement & Estate Planning
Investment Advisory
Portfolio Analysis
Life Insurance Planning
Corporate 401(K) Management
Details
- Year established: 1985
Highlights and features
- We offer over 30 years of experience in financial advisory services.
- Our team includes Certified Investment Management Analysts and Certified Public Accountants.
- We provide personalized financial strategies tailored to each client's unique needs.
- Our family-owned business emphasizes integrity, transparency, and long-term client relationships.
- We are committed to community service through partnerships with organizations like St. Jude Children's Research Hospital.
Services
Financial Planning
Our financial planning services create customized roadmaps to achieve short- and long-term monetary goals. We analyze income, expenses, investments, and risk tolerance to develop strategies for wealth accumulation, tax efficiency, and legacy preservation. With a focus on holistic solutions, we integrate retirement, estate, and insurance planning to ensure comprehensive financial security for individuals and families.
Retirement & Estate Planning
We specialize in designing retirement strategies that balance lifestyle goals with financial realities. Our estate planning services ensure seamless asset transfer through trusts, wills, and tax-efficient frameworks. By combining investment management with intergenerational wealth strategies, we help clients preserve their legacy while minimizing legal and fiscal complications for beneficiaries.
Investment Advisory
Our investment advisory team offers discretionary and non-discretionary portfolio management tailored to risk profiles and financial objectives. We utilize proprietary research and market analysis to construct diversified portfolios across asset classes. Regular performance reviews and rebalancing ensure alignment with evolving market conditions and client-specific goals.
Portfolio Analysis
We conduct comprehensive portfolio analyses to evaluate asset allocation, risk exposure, and performance metrics. Our due diligence process identifies inefficiencies and opportunities for optimization, ensuring investments align with financial plans. This service includes benchmark comparisons, fee assessments, and recommendations for strategic adjustments.
Life Insurance Planning
Our life insurance planning assesses coverage needs for income replacement, debt protection, and estate liquidity. We evaluate policy types, beneficiaries, and premium structures to create tailored solutions. This service integrates with broader financial plans to mitigate risks and ensure financial stability for dependents in unforeseen circumstances.
People
Robert D. Meyers
Managing Director, CIO
With over 30 years in financial services, Robert leads investment strategy and client relationships. A Certified Investment Management Analyst, he focuses on holistic financial planning and has been recognized as a Barron's Top 1,000 Advisor. He graduated from the University of Dayton and actively volunteers with St. Jude Children's Research Hospital.
Matthew D. Meyers
President, CCO
Matthew oversees compliance and client advisory services. A Certified Public Accountant and CIMA, he specializes in tax-efficient financial strategies. He graduated from Ohio State University and Wharton School, holding Series 24 and 66 licenses. He serves on the finance committee for the Catholic Foundation and Five Strong Foundation board.
Martin M. Meyers
Managing Director
Martin provides retirement and estate planning expertise with 25+ years in financial services. A Certified Financial Planner, he manages discretionary portfolios and focuses on client priorities. He graduated from Ohio State University and coaches youth sports while balancing family life in Columbus.
Alexandra M. Buehler
Director
Alexandra specializes in financial planning for individuals and corporations. With an MBA and Series 66 license, she leverages public accounting experience to deliver tailored solutions. A Loyola University alumna, she captains the firm's golf team and enjoys Columbus's culinary scene with her family.
Karen E. Kehres
Director of Operations
Karen manages operations and investment advisory services with 30 years of industry experience. A Certified Investment Management Analyst, she focuses on empowering women and families through financial education. She graduated from Northwood University and operates a small farm in Orient, Ohio, raising livestock with her children.
Questions
What services does Meyers Wealth Management offer?
We provide financial planning, retirement and estate strategies, investment advisory, portfolio analysis, life insurance planning, and corporate 401(k) management tailored to individual and business needs.
How does your firm approach financial planning?
Our holistic approach integrates tax efficiency, risk management, and investment strategies aligned with personal goals, leveraging decades of experience and certified professionals.
Are your advisors certified professionals?
Yes, our team includes Certified Investment Management Analysts, Certified Public Accountants, and Certified Financial Planners holding relevant industry licenses.
Do you work with clients outside of Columbus, Ohio?
While based in Columbus, we serve clients nationwide through virtual consultations and personalized digital tools.
How can I schedule a consultation?
Contact us via phone at (614) 442-6787 or through our website to arrange an in-person, virtual, or after-hours appointment.
