Our Clients

Streamlining Our Clients' Success

Insight From Our Sonoma Valley Wealth Management Professionals

At Meyers Financial, we value those who are hungry for success and who are eager to achieve. Our founder and president, Lillian Meyers, is an independent, self-made wealth management professional with over 30 years' experience helping clients arrange their assets. In addition to being a CERTIFIED FINANCIAL PLANNER™ professional, she makes it a point to understand and pursue the goals of her clients. We have been advocates and support systems to our clients since 1985, and we would be happy to provide you with the same unique insight and benefits that have helped countless others. If you are ready to rejuvenate your financial future, contact us today!

Businesses, Professionals, & Long-Term Goals

If you are a business owner or professional and you are looking for the keen eye of a financial planner to help you maximize profits and arrange your finances so that they are working for you, you are in the right place. Our clients are people who know firsthand that there is no shortcut to success. To get powerful results, it takes careful long-term planning, discipline, and dedication, and we are here to guide you toward the prosperity that you desire. Through precise financial planning, we can help get your investments in order and thriving, regardless of the market climate or economic situation.

Working together we can make your money work smart not hard and retire joyfully. 

Fee only Registered investment Adviser

We strive to understand the unique needs of our clients with the following values:

  • Ensuring you feel in control without having to devote all your time to your finances
  • Keeping matters working simply, smoothly, and effectively
  • Making certain that you feel that you can rely on us and trust us
  • Helping unify your business and personal needs into one optimal function

Get Started with Meyers Financial Today

Don't waste another moment worrying about getting your finances in order. Meyers Financial is ready to assist you with virtually any type of financial management plan, ranging from straightforward to complex. Make an appointment today to prepare a future of financial growth.

Call (707) 935-1124 today to speak with Sonoma valley wealth management professional Lillian Meyers.