About

Our Differentiator

About Founder Lillian Meyers

Lillian Meyers brings a rare combination of an experienced investment advisor and wealth planner along with expertise in tax minimization strategies. From analyzing a divorce settlement to planning for retirement, taxes have a significant impact on your wealth. Most financial advisors are not educated and trained in accounting and taxes and often overlook the cost of taxes on a portfolio.

Everything we do with money has a tax consequence, either good or bad.

Lillian Meyers began her career as an accountant. Today, in addition to her more than 25 years of wealth management experience, is also an Enrolled Agent, represents individuals in front of the IRS, and understands that optimizing wealth begins with an expertly designed tax management plan.

Ms. Meyers has earned the following titles and certifications:

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Certified Divorce Financial Analyst™
  • Enrolled Agent
  • Pension consultant
  • Licensed insurance agent
  • Registered Investment Advisor 

Ms. Meyers also is a proud member of the following associations and organizations:

  • The Financial Planning Association
  • California Society of Enrolled Agents
  • National Association of Enrolled Agents
  • Soroptimist International of Sonoma Valley
  • Soroptimist International of the Americas

Ready to Get to Work?

Contact us today!