About Meyers Wealth Management
Meyers Wealth Management is a family-run investment advisory and financial planning firm in Columbus. It builds financial plans, manages investment portfolios, and helps clients plan for retirement and for passing on their estates. The firm also reviews life insurance needs and manages 401(k) plans for companies.
The practice was started in Columbus nearly four decades ago. The founder's brother joined ten years later, and all four of the founder's children have since come into the business, several after careers in public accounting or banking. Advisers on the team hold the CFP, CPA and CIMA designations. The office on Horizons Drive is open on weekdays, and appointments outside regular hours, including weekends, can be arranged.
Services
Financial planningRetirement and estate planningInvestment advisoryPortfolio analysis and due diligenceLife insurance planning and analysisCorporate 401(k) management
At a glance
NoteFamily run across two generations
NoteCFP, CPA and CIMA credentials on staff
NoteWeekend appointments available