Meyers Wealth Management, LLC

Meyers Wealth Management, LLC, led by Robert D. Meyers, offers personalized financial advisory services. Robert holds a Bachelor of Science in Business Administration and is a Certified Investment Management Analyst (CIMA). With over a decade of experience, he has worked at reputable firms like Wells Fargo and Merrill Lynch. Notably, Robert was suspended for 12 months due to unauthorized private securities transactions during his tenure at Wells Fargo. Clients of Meyers Wealth Management can expect a fiduciary relationship, ensuring advice is in their best interest. The firm requires a minimum initial investment, and Robert does not receive additional compensation beyond his salary and bonuses. Clients have limited control over their investments, as Robert is supervised by the Chief Compliance Officer, Matthew D. Meyers. The firm's investment philosophy is rooted in comprehensive analysis, focusing on governance, portfolio performance, and behavioral finance. For more details, refer to the firm's brochure or visit the SEC's website. Contact information for Robert and the firm is available for inquiries or consultations.