iStock_SuccessfulCoupleSq_000009679686XSmall.jpg Our clients.
We understand the needs of independent thinkers, professionals and small business owners.



Self-made successes

Lillian Meyers is an independent, self-made expert herself. After 25 years of experience and pushing herself to become the a highly certified wealth manager and CERTIFIED FINANCIAL PLANNER™ PRACTITIONER, she knows how important it is to be qualified to handle other people’s money.

Small businesses and professionals

Meyers Financial has been a small business ownership since 1985 and feels a strong comradeship with other small business owners. The majority of our clients have not been big company managers or people who follow the herd, but the small, locally-run businesses and professionals of Sonoma Valley.

People who have long-term financial goals

Our clients are people whom understand that there are no shortcuts to any place worth going. They have long term goals, which we help them meet through financial planning and making sure all of their investments work in harmony. Regardless of events in the market and the economy, our clients can be confident that they are always on track to meeting their financial goals.

Independent thinkers

Many of our clients question conventional wisdom, well-beaten paths and authorities. They’ve been around, done a lot and learned a lot about whom to trust. While they understand large institutions are necessary for some aspects of modern life they have their place. What’s more important to them are relationships with individuals they can count on to provide savvy advice and reliable management of their investments.

We understand your unique needs:
  • Control without requiring time or homework
  • Simplicity —due to time scarcity not intelligence
  • Reliability in services and counsel, preferably from a peer
  • Unity because your business and personal needs are usually inseparable

Coming Up!

Join us for our next wealth management session on "Estate Planning: Dos and Don'ts." February 23, 2012 from 12:00-1:30pm. Oakmont, CA. Lunch provided!

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Meyers Financial supports Chemo Caps for Kids,

a Commonwealth Financial Network program that provides hand-knit hats to children undergoing cancer treatment.

Want to help? Here's how.


"Learn from the mistakes of others. You can't live long enough to make them all yourself."

- Eleanor Roosevelt


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This communication is strictly intended for individuals residing in the states of CA,CO,ID,IL,PA. No offers may be made or accepted from any resident
outside these states due to various state regulations and registration requirements regarding investment products and services.

Lillian Meyers (CA Insurance License #0809561) is a Registered Representative and Investment Adviser Representative with/and offers securities through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Lillian is also an Investment Adviser Representative of Meyers Financial, a Registered Investment Adviser. Advisory services, fixed insurance products and services, divorce analysis, and tax services offered by Meyers Financial are separate and unrelated to Commonwealth. 

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