Jeffrey Myers CFP®is a financial professional that is dedicated to providing clients with a superior financial management experience.  He takes the time to truly understand the needs and goals of each clients situation.  As an independent, fee-based financial planner Jeffrey is committed to always putting the best interests of his clients first.   

What We Do

Jeffrey Myers CFP®works directly with individuals and families to understand what our clients' goals are and why they are important to them.  We then create investment recommendations designed to get our clients to where they want to be with as little risk as possible.